Newton One Investments’s Teladoc Health TDOC Stock Holding History

Newton One Investments’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
2024 Q1	–	Sell	-60	Closed	-$1.29K	–	115
2023 Q4	$1.29K	Hold	60	–	–	﹤0.01%	111
2023 Q3	$1.12K	Hold	60	–	–	﹤0.01%	119
2023 Q2	$1.52K	Hold	60	–	–	﹤0.01%	121
2023 Q1	$1.55K	Hold	60	–	–	﹤0.01%	113
2022 Q4	$1.42K	Hold	60	–	–	﹤0.01%	113
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	113
2022 Q2	$2K	Hold	60	–	–	﹤0.01%	119
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	114
2021 Q4	$6K	Hold	60	–	–	﹤0.01%	108
2021 Q3	$8K	Hold	60	–	–	0.01%	108
2021 Q2	$10K	Hold	60	–	–	0.01%	104
2021 Q1	$11K	Hold	60	–	–	0.01%	65
2020 Q4	$12K	Buy	+60	New	+$12.2K	0.01%	60

Other funds holding TDOC

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

AIM

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

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

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Newton One Investments's TDOC Position: Q1 2024 in Review

Newton One Investments sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 60 shares — an estimated $1.29K sold.

Newton One Investments first reported a position in TDOC in Q4 2020 and held it in 13 quarters. The position peaked at $12K in Q4 2020. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

Newton One Investments reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
Newton One Investments sold 60 Teladoc Health shares in Q1 2024, an estimated $1.29K.
Newton One Investments first reported a position in Teladoc Health in Q4 2020 and held it in 13 quarters.
Newton One Investments's Teladoc Health position peaked at $12K in Q4 2020.
426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Newton One Investments's 13F filing for Q1 2024, filed 16 Apr 2024.