OPS
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Orion Portfolio Solutions’s Teladoc Health TDOC Stock Holding History

Orion Portfolio Solutions’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
-15,719
Closed -$292K – 1752
2023
Q3 		$292K Buy
15,719
+223
+1% +$5.21K ﹤0.01% 1396
2023
Q2 		$392K Buy
15,496
+1,151
+8% +$29K ﹤0.01% 1304
2023
Q1 		$372K Buy
+14,345
New +$384K ﹤0.01% 1265
2020
Q3 		– Sell
-3
Closed -$1K – 1868
2020
Q2 		$1K Buy
+3
New +$526 ﹤0.01% 2083
2020
Q1 		– Sell
-61
Closed -$5K – 2293
2019
Q4 		$5K Buy
+61
New +$4.64K ﹤0.01% 1279

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Orion Portfolio Solutions's TDOC Position: Q4 2023 in Review

Orion Portfolio Solutions sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 15,719 shares — an estimated $292K sold.

Orion Portfolio Solutions first reported a position in TDOC in Q4 2019 and held it in 5 quarters. The position peaked at $392K in Q2 2023. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

  • Orion Portfolio Solutions reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 15,719 Teladoc Health shares in Q4 2023, an estimated $292K.
  • Orion Portfolio Solutions first reported a position in Teladoc Health in Q4 2019 and held it in 5 quarters.
  • Orion Portfolio Solutions's Teladoc Health position peaked at $392K in Q2 2023.
  • 435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Orion Portfolio Solutions's 13F filing for Q4 2023, filed 9 Feb 2024.