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Halpern Financial’s Teladoc Health TDOC Stock Holding History

Halpern Financial’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
2023
Q1 		– Sell
-1
Closed -$24 – 197
2022
Q4 		$24 Buy
+1
New +$27 ﹤0.01% 195
2021
Q2 		– Sell
-6
Closed -$1.09K – 259
2021
Q1 		$1.09K Buy
+6
New +$1.39K ﹤0.01% 233

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Halpern Financial's TDOC Position: Q1 2023 in Review

Halpern Financial sold out of Teladoc Health (TDOC) in Q1 2023, closing a stake of 1 share — an estimated $24 sold.

Halpern Financial first reported a position in TDOC in Q1 2021 and held it in 2 quarters. The position peaked at $1.09K in Q1 2021. 429 funds tracked by Wall St. Rank hold TDOC as of Q1 2023.

  • Halpern Financial reported no remaining Teladoc Health position as of Q1 2023 after selling out during the quarter.
  • Halpern Financial sold 1 Teladoc Health share in Q1 2023, an estimated $24.
  • Halpern Financial first reported a position in Teladoc Health in Q1 2021 and held it in 2 quarters.
  • Halpern Financial's Teladoc Health position peaked at $1.09K in Q1 2021.
  • 429 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2023.

Based on Halpern Financial's 13F filing for Q1 2023, filed 21 Sep 2023.