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Heritage Wealth Management (Arizona)’s Teladoc Health TDOC Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$946 Buy
40
+20
+100% +$539 ﹤0.01% 1030
2022
Q3 		$1K Hold
20
– – ﹤0.01% 975
2022
Q2 		$664 Sell
20
-1,074
-98% -$45.6K ﹤0.01% 939
2022
Q1 		$79K Buy
+1,094
New +$78.8K 0.02% 402
2021
Q3 		$146K Sell
1,150
-132
-10% -$19.2K 0.05% 270
2021
Q2 		$213K Buy
1,282
+573
+81% +$92.8K 0.08% 215
2021
Q1 		$129K Buy
+709
New +$164K 0.07% 217

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TDOC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Teladoc Health (TDOC) stake by 100% in Q4 2022, buying an estimated $539 and bringing the position to 40 shares worth $946. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Heritage Wealth Management (Arizona) first reported a position in TDOC in Q1 2021 and has held it in 7 quarters since. The position peaked at $213K in Q2 2021. 443 funds tracked by Wall St. Rank hold TDOC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 40 shares of Teladoc Health worth $946 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 20 Teladoc Health shares in Q4 2022, an estimated $539.
  • Teladoc Health made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1030 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Teladoc Health in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Teladoc Health position peaked at $213K in Q2 2021.
  • 443 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.