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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
2018
Q2 		– Sell
-500
Closed -$2K – 1096
2018
Q1 		$2K Buy
+500
New +$18.9K ﹤0.01% 967

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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. 436 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.
  • 436 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.