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Selective Wealth Management’s Teladoc Health TDOC Stock Holding History

Selective Wealth Management’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
-253
Closed -$6K – 662
2022
Q3 		$6K Sell
253
-255
-50% -$8.95K ﹤0.01% 582
2022
Q2 		$17K Buy
508
+18
+4% +$765 0.01% 496
2022
Q1 		$35K Sell
490
-90
-16% -$6.48K 0.01% 369
2021
Q4 		$53K Hold
580
– – 0.02% 267
2021
Q3 		$74K Buy
580
+365
+170% +$53.1K 0.04% 217
2021
Q2 		$36K Buy
215
+210
+4,200% +$34K 0.03% 221
2021
Q1 		$1K Hold
5
– – ﹤0.01% 381
2020
Q4 		$1K Buy
+5
New +$1.02K ﹤0.01% 364

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

Selective Wealth Management's TDOC Position: Q4 2022 in Review

Selective Wealth Management sold out of Teladoc Health (TDOC) in Q4 2022, closing a stake of 253 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in TDOC in Q4 2020 and held it in 8 quarters. The position peaked at $74K in Q3 2021. 443 funds tracked by Wall St. Rank hold TDOC as of Q4 2022.

  • Selective Wealth Management reported no remaining Teladoc Health position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 253 Teladoc Health shares in Q4 2022, an estimated $6K.
  • Selective Wealth Management first reported a position in Teladoc Health in Q4 2020 and held it in 8 quarters.
  • Selective Wealth Management's Teladoc Health position peaked at $74K in Q3 2021.
  • 443 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.