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Northwest Financial Advisors’s Teladoc Health TDOC Stock Holding History

Northwest 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
2024
Q1 		– Sell
-73
Closed -$1.57K – 472
2023
Q4 		$1.57K Buy
+73
New +$1.35K ﹤0.01% 504

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Northwest Financial Advisors's TDOC Position: Q1 2024 in Review

Northwest Financial Advisors sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 73 shares — an estimated $1.57K sold.

Northwest Financial Advisors first reported a position in TDOC in Q4 2023 and held it in 1 quarter. The position peaked at $1.57K in Q4 2023. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

  • Northwest Financial Advisors reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 73 Teladoc Health shares in Q1 2024, an estimated $1.57K.
  • Northwest Financial Advisors first reported a position in Teladoc Health in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's Teladoc Health position peaked at $1.57K in Q4 2023.
  • 426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.