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Phoenix Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Phoenix Wealth 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
2022
Q4 		– Sell
-7,994
Closed -$203K – 117
2022
Q3 		$203K Buy
+7,994
New +$280K 0.2% 104
2022
Q2 		– Sell
-15,716
Closed -$1.06M – 119
2022
Q1 		$1.06M Buy
15,716
+2,195
+16% +$158K 1.1% 25
2021
Q4 		$1.24M Buy
13,521
+4,561
+51% +$545K 0.94% 30
2021
Q3 		$1.14M Sell
8,960
-370
-4% -$53.9K 0.85% 29
2021
Q2 		$1.53M Buy
9,330
+184
+2% +$29.8K 1.1% 27
2021
Q1 		$1.67M Buy
9,146
+3,978
+77% +$923K 1.3% 30
2020
Q4 		$1.03M Buy
+5,168
New +$1.05M 0.78% 36

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Phoenix Wealth Advisors's TDOC Position: Q4 2022 in Review

Phoenix Wealth Advisors sold out of Teladoc Health (TDOC) in Q4 2022, closing a stake of 7,994 shares — an estimated $203K sold.

Phoenix Wealth Advisors first reported a position in TDOC in Q4 2020 and held it in 7 quarters. The position peaked at $1.67M in Q1 2021. 443 funds tracked by Wall St. Rank hold TDOC as of Q4 2022.

  • Phoenix Wealth Advisors reported no remaining Teladoc Health position as of Q4 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 7,994 Teladoc Health shares in Q4 2022, an estimated $203K.
  • Phoenix Wealth Advisors first reported a position in Teladoc Health in Q4 2020 and held it in 7 quarters.
  • Phoenix Wealth Advisors's Teladoc Health position peaked at $1.67M in Q1 2021.
  • 443 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.