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Highland Financial Advisors’s Teladoc Health TDOC Stock Holding History

Highland Financial 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
2023
Q1 		– Sell
-14,106
Closed -$334K – 48
2022
Q4 		$334K Hold
14,106
– – 0.2% 37
2022
Q3 		$358K Buy
+14,106
New +$495K 0.25% 43

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

Highland Financial Advisors's TDOC Position: Q1 2023 in Review

Highland Financial Advisors sold out of Teladoc Health (TDOC) in Q1 2023, closing a stake of 14,106 shares — an estimated $334K sold.

Highland Financial Advisors first reported a position in TDOC in Q3 2022 and held it in 2 quarters. The position peaked at $358K in Q3 2022. 429 funds tracked by Wall St. Rank hold TDOC as of Q1 2023.

  • Highland Financial Advisors reported no remaining Teladoc Health position as of Q1 2023 after selling out during the quarter.
  • Highland Financial Advisors sold 14,106 Teladoc Health shares in Q1 2023, an estimated $334K.
  • Highland Financial Advisors first reported a position in Teladoc Health in Q3 2022 and held it in 2 quarters.
  • Highland Financial Advisors's Teladoc Health position peaked at $358K in Q3 2022.
  • 429 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2023.

Based on Highland Financial Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.