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Mark Sheptoff Financial Planning’s Teladoc Health TDOC Stock Holding History

Mark Sheptoff Financial Planning’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
Q2 		– Sell
-200
Closed -$14K – 428
2022
Q1 		$14K Buy
+200
New +$14.4K 0.01% 270
2021
Q3 		– Sell
-250
Closed -$42K – 423
2021
Q2 		$42K Buy
+250
New +$40.5K 0.02% 204

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Mark Sheptoff Financial Planning's TDOC Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Teladoc Health (TDOC) in Q2 2022, closing a stake of 200 shares — an estimated $14K sold.

Mark Sheptoff Financial Planning first reported a position in TDOC in Q2 2021 and held it in 2 quarters. The position peaked at $42K in Q2 2021. 551 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Teladoc Health position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 Teladoc Health shares in Q2 2022, an estimated $14K.
  • Mark Sheptoff Financial Planning first reported a position in Teladoc Health in Q2 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Teladoc Health position peaked at $42K in Q2 2021.
  • 551 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.