Nations Financial Group’s Teladoc Health TDOC Stock Holding History

Nations Financial Group’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 Q3	–	Sell	-8,550	Closed	-$216K	–	638
2023 Q2	$216K	Sell	8,550 -25	-0.3%	-$629	0.02%	575
2023 Q1	$222K	Buy	+8,575	New	+$229K	0.02%	549
2022 Q4	–	Sell	-8,575	Closed	-$217K	–	625
2022 Q3	$217K	Hold	8,575	–	–	0.03%	476
2022 Q2	$285K	Buy	8,575 +100	+1%	+$4.25K	0.04%	420
2022 Q1	$611K	Buy	8,475 +622	+8%	+$44.8K	0.07%	283
2021 Q4	$721K	Buy	+7,853	New	+$939K	0.09%	227
2021 Q3	–	Sell	-1,943	Closed	-$323K	–	459
2021 Q2	$323K	Buy	+1,943	New	+$315K	0.05%	314

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nations Financial Group's TDOC Position: Q3 2023 in Review

Nations Financial Group sold out of Teladoc Health (TDOC) in Q3 2023, closing a stake of 8,550 shares — an estimated $216K sold.

Nations Financial Group first reported a position in TDOC in Q2 2021 and held it in 7 quarters. The position peaked at $721K in Q4 2021. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

Nations Financial Group reported no remaining Teladoc Health position as of Q3 2023 after selling out during the quarter.
Nations Financial Group sold 8,550 Teladoc Health shares in Q3 2023, an estimated $216K.
Nations Financial Group first reported a position in Teladoc Health in Q2 2021 and held it in 7 quarters.
Nations Financial Group's Teladoc Health position peaked at $721K in Q4 2021.
436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

Based on Nations Financial Group's 13F filing for Q3 2023, filed 14 Nov 2023.