HWA
TDOC icon

HHM Wealth Advisors’s Teladoc Health TDOC Stock Holding History

HHM Wealth Advisors’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 		– Sell
-99
Closed -$3K – 740
2022
Q3 		$3K Buy
+99
New +$3.47K ﹤0.01% 585
2022
Q2 		– Sell
-126
Closed -$9K – 843
2022
Q1 		$9K Hold
126
– – ﹤0.01% 551
2021
Q4 		$12K Buy
126
+15
+14% +$1.79K ﹤0.01% 496
2021
Q3 		$14K Buy
111
+33
+42% +$4.8K ﹤0.01% 455
2021
Q2 		$13K Buy
+78
New +$12.6K ﹤0.01% 455

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

HHM Wealth Advisors's TDOC Position: Q4 2022 in Review

HHM Wealth Advisors sold out of Teladoc Health (TDOC) in Q4 2022, closing a stake of 99 shares — an estimated $3K sold.

HHM Wealth Advisors first reported a position in TDOC in Q2 2021 and held it in 5 quarters. The position peaked at $14K in Q3 2021. 443 funds tracked by Wall St. Rank hold TDOC as of Q4 2022.

  • HHM Wealth Advisors reported no remaining Teladoc Health position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 99 Teladoc Health shares in Q4 2022, an estimated $3K.
  • HHM Wealth Advisors first reported a position in Teladoc Health in Q2 2021 and held it in 5 quarters.
  • HHM Wealth Advisors's Teladoc Health position peaked at $14K in Q3 2021.
  • 443 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.