Left Brain Wealth Management’s Teladoc Health TDOC Stock Holding History

Left Brain Wealth Management’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 Q4	–	Sell	-18,755	Closed	-$349K	–	84
2023 Q3	$349K	Sell	18,755 -89,337	-83%	-$2.09M	0.22%	68
2023 Q2	$2.74M	Sell	108,092 -9,697	-8%	-$244K	1.67%	21
2023 Q1	$3.12M	Buy	+117,789	New	+$3.15M	2.13%	15

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Left Brain Wealth Management's TDOC Position: Q4 2023 in Review

Left Brain Wealth Management sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 18,755 shares — an estimated $349K sold.

Left Brain Wealth Management first reported a position in TDOC in Q1 2023 and held it in 3 quarters. The position peaked at $3.12M in Q1 2023. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

Left Brain Wealth Management reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
Left Brain Wealth Management sold 18,755 Teladoc Health shares in Q4 2023, an estimated $349K.
Left Brain Wealth Management first reported a position in Teladoc Health in Q1 2023 and held it in 3 quarters.
Left Brain Wealth Management's Teladoc Health position peaked at $3.12M in Q1 2023.
435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Left Brain Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.