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Kapstone Financial Advisors’s Teladoc Health TDOC Stock Holding History

Kapstone 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
-6,620
Closed -$220K – 102
2022
Q4 		$220K Buy
+6,620
New +$178K 0.2% 93

Other funds holding TDOC

ARK Investment Management
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
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State of Michigan Retirement System
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

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

Kapstone Financial Advisors sold out of Teladoc Health (TDOC) in Q1 2023, closing a stake of 6,620 shares — an estimated $220K sold.

Kapstone Financial Advisors first reported a position in TDOC in Q4 2022 and held it in 1 quarter. The position peaked at $220K in Q4 2022. 429 funds tracked by Wall St. Rank hold TDOC as of Q1 2023.

  • Kapstone Financial Advisors reported no remaining Teladoc Health position as of Q1 2023 after selling out during the quarter.
  • Kapstone Financial Advisors sold 6,620 Teladoc Health shares in Q1 2023, an estimated $220K.
  • Kapstone Financial Advisors first reported a position in Teladoc Health in Q4 2022 and held it in 1 quarter.
  • Kapstone Financial Advisors's Teladoc Health position peaked at $220K in Q4 2022.
  • 429 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2023.

Based on Kapstone Financial Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.