Operose Advisors’s Teladoc Health TDOC Stock Holding History

Operose 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
2023 Q4	–	Sell	-500	Closed	-$9.29K	–	718
2023 Q3	$9.29K	Hold	500	–	–	﹤0.01%	587
2023 Q2	$12.7K	Hold	500	–	–	0.01%	261
2023 Q1	$12.9K	Hold	500	–	–	0.01%	253
2022 Q4	$11.8K	Hold	500	–	–	0.01%	263
2022 Q3	$13K	Hold	500	–	–	0.01%	243
2022 Q2	$17K	Buy	500 +400	+400%	+$17K	0.01%	211
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	280
2021 Q4	$9K	Buy	+100	New	+$12K	0.01%	264

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Operose Advisors's TDOC Position: Q4 2023 in Review

Operose Advisors sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 500 shares — an estimated $9.29K sold.

Operose Advisors first reported a position in TDOC in Q4 2021 and held it in 8 quarters. The position peaked at $17K in Q2 2022. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

Operose Advisors reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
Operose Advisors sold 500 Teladoc Health shares in Q4 2023, an estimated $9.29K.
Operose Advisors first reported a position in Teladoc Health in Q4 2021 and held it in 8 quarters.
Operose Advisors's Teladoc Health position peaked at $17K in Q2 2022.
435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.