Optimum Investment Advisors’s Teladoc Health TDOC Stock Holding History

Optimum Investment 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	-100	Closed	-$1.86K	–	716
2023 Q3	$1.86K	Hold	100	–	–	﹤0.01%	652
2023 Q2	$2.53K	Hold	100	–	–	﹤0.01%	643
2023 Q1	$2.59K	Hold	100	–	–	﹤0.01%	662
2022 Q4	$2.37K	Sell	100 -29	-22%	-$782	﹤0.01%	675
2022 Q3	$3K	Hold	129	–	–	﹤0.01%	704
2022 Q2	$4K	Hold	129	–	–	﹤0.01%	716
2022 Q1	$9K	Hold	129	–	–	﹤0.01%	665
2021 Q4	$12K	Buy	129 +100	+345%	+$12K	﹤0.01%	663
2021 Q3	$4K	Hold	29	–	–	﹤0.01%	765
2021 Q2	$5K	Sell	29 -104	-78%	-$16.9K	﹤0.01%	819
2021 Q1	$24K	Hold	133	–	–	0.01%	640
2020 Q4	$27K	Buy	133 +29	+28%	+$5.9K	0.01%	584
2020 Q3	$23K	Hold	104	–	–	0.01%	585
2020 Q2	$20K	Sell	104 -451	-81%	-$79K	0.01%	605
2020 Q1	$86K	Buy	+555	New	+$64.6K	0.04%	335

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 $3.37T AUM 44.26% 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

Optimum Investment Advisors's TDOC Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 100 shares — an estimated $1.86K sold.

Optimum Investment Advisors first reported a position in TDOC in Q1 2020 and held it in 15 quarters. The position peaked at $86K in Q1 2020. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

Optimum Investment Advisors reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 100 Teladoc Health shares in Q4 2023, an estimated $1.86K.
Optimum Investment Advisors first reported a position in Teladoc Health in Q1 2020 and held it in 15 quarters.
Optimum Investment Advisors's Teladoc Health position peaked at $86K in Q1 2020.
435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.