Granite Bay Wealth Management’s Teladoc Health TDOC Stock Holding History

Granite Bay Wealth Management’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	-183,866	Closed	-$3.38M	–	267
2023 Q4	$3.38M	Sell	183,866 -13,834	-7%	-$255K	0.03%	131
2023 Q3	$4.62M	Buy	+197,700	New	+$4.61M	0.05%	117
2022 Q2	–	Sell	-4,091	Closed	-$295K	–	60
2022 Q1	$295K	Buy	4,091 +813	+25%	+$58.6K	0.24%	46
2021 Q4	$301K	Buy	+3,278	New	+$392K	0.3%	43

Other funds holding TDOC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Granite Bay Wealth Management's TDOC Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 183,866 shares — an estimated $3.38M sold.

Granite Bay Wealth Management first reported a position in TDOC in Q4 2021 and held it in 4 quarters. The position peaked at $4.62M in Q3 2023. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

Granite Bay Wealth Management reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 183,866 Teladoc Health shares in Q1 2024, an estimated $3.38M.
Granite Bay Wealth Management first reported a position in Teladoc Health in Q4 2021 and held it in 4 quarters.
Granite Bay Wealth Management's Teladoc Health position peaked at $4.62M in Q3 2023.
426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.