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Heritage Financial Services’s Teladoc Health TDOC Stock Holding History

Heritage Financial 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
2022
Q3 		– Sell
-100
Closed -$3K – 424
2022
Q2 		$3K Buy
+100
New +$4.25K ﹤0.01% 401

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Heritage Financial Services's TDOC Position: Q3 2022 in Review

Heritage Financial Services sold out of Teladoc Health (TDOC) in Q3 2022, closing a stake of 100 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in TDOC in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 482 funds tracked by Wall St. Rank hold TDOC as of Q3 2022.

  • Heritage Financial Services reported no remaining Teladoc Health position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 100 Teladoc Health shares in Q3 2022, an estimated $3K.
  • Heritage Financial Services first reported a position in Teladoc Health in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Teladoc Health position peaked at $3K in Q2 2022.
  • 482 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.