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Glassman Wealth Services’s Teladoc Health TDOC Stock Holding History

Glassman Wealth Services’s Portfolio TDOC Stock Details TDOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-168
Closed -$3.62K – 1625
2023
Q4 		$3.62K Buy
168
+161
+2,300% +$2.97K ﹤0.01% 1166
2023
Q3 		$130 Sell
7
-183
-96% -$4.27K ﹤0.01% 1952
2023
Q2 		$4.81K Sell
190
-200
-51% -$5.03K ﹤0.01% 1007
2023
Q1 		$10.1K Buy
390
+278
+248% +$7.44K ﹤0.01% 818
2022
Q4 		$2.65K Sell
112
-66
-37% -$1.78K ﹤0.01% 1191
2022
Q3 		$5K Buy
178
+31
+21% +$1.09K ﹤0.01% 1009
2022
Q2 		$5K Buy
147
+124
+539% +$5.27K ﹤0.01% 1026
2022
Q1 		$2K Sell
23
-11
-32% -$792 ﹤0.01% 1270
2021
Q4 		$3K Sell
34
-3
-8% -$359 ﹤0.01% 1137
2021
Q3 		$5K Buy
37
+6
+19% +$874 ﹤0.01% 986
2021
Q2 		$5K Sell
31
-17
-35% -$2.75K ﹤0.01% 939
2021
Q1 		$9K Buy
48
+10
+26% +$2.32K ﹤0.01% 747
2020
Q4 		$8K Hold
38
– – ﹤0.01% 777
2020
Q3 		$8K Hold
38
– – ﹤0.01% 679
2020
Q2 		$7K Buy
38
+33
+660% +$5.78K ﹤0.01% 570
2020
Q1 		$1K Buy
5
+1
+25% +$116 ﹤0.01% 990
2019
Q4 		$0 Hold
4
– – ﹤0.01% 1476
2019
Q3 		$0 Buy
+4
New +$263 ﹤0.01% 1360

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Glassman Wealth Services's TDOC Position: Q1 2024 in Review

Glassman Wealth Services sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 168 shares — an estimated $3.62K sold.

Glassman Wealth Services first reported a position in TDOC in Q3 2019 and held it in 18 quarters. The position peaked at $10.1K in Q1 2023. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

  • Glassman Wealth Services reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 168 Teladoc Health shares in Q1 2024, an estimated $3.62K.
  • Glassman Wealth Services first reported a position in Teladoc Health in Q3 2019 and held it in 18 quarters.
  • Glassman Wealth Services's Teladoc Health position peaked at $10.1K in Q1 2023.
  • 426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.