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Sigma Planning Corp’s Teladoc Health TDOC Stock Holding History

Sigma Planning Corp’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
-10,823
Closed -$201K – 1145
2023
Q3 		$201K Sell
10,823
-623
-5% -$14.5K 0.01% 1091
2023
Q2 		$290K Buy
11,446
+766
+7% +$19.3K 0.01% 947
2023
Q1 		$277K Buy
10,680
+211
+2% +$5.65K 0.01% 1031
2022
Q4 		$248K Buy
10,469
+947
+10% +$25.5K 0.01% 1047
2022
Q3 		$241K Sell
9,522
-219
-2% -$7.68K 0.01% 1037
2022
Q2 		$323K Sell
9,741
-4,009
-29% -$170K 0.01% 958
2022
Q1 		$992K Buy
13,750
+3,950
+40% +$285K 0.03% 541
2021
Q4 		$900K Sell
9,800
-7,304
-43% -$873K 0.03% 593
2021
Q3 		$2.17M Sell
17,104
-1,649
-9% -$240K 0.07% 307
2021
Q2 		$3.12M Sell
18,753
-1,111
-6% -$180K 0.09% 236
2021
Q1 		$3.61M Buy
19,864
+979
+5% +$227K 0.12% 210
2020
Q4 		$3.78M Buy
18,885
+2,961
+19% +$602K 0.13% 174
2020
Q3 		$3.49M Buy
15,924
+8,245
+107% +$1.75M 0.14% 165
2020
Q2 		$1.47M Sell
7,679
-511
-6% -$89.6K 0.06% 291
2020
Q1 		$1.27M Buy
8,190
+3,587
+78% +$417K 0.08% 274
2019
Q4 		$385K Buy
4,603
+850
+23% +$64.7K 0.02% 687
2019
Q3 		$254K Buy
3,753
+330
+10% +$21.7K 0.01% 836
2019
Q2 		$227K Buy
+3,423
New +$199K 0.01% 857
2018
Q4 		– Sell
-8,464
Closed -$731K – 968
2018
Q3 		$731K Buy
8,464
+2,154
+34% +$154K 0.04% 375
2018
Q2 		$366K Buy
6,310
+150
+2% +$7.33K 0.02% 559
2018
Q1 		$248K Buy
+6,160
New +$233K 0.02% 687

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 $3.37T AUM 44.26% 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

Sigma Planning Corp's TDOC Position: Q4 2023 in Review

Sigma Planning Corp sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 10,823 shares — an estimated $201K sold.

Sigma Planning Corp first reported a position in TDOC in Q1 2018 and held it in 21 quarters. The position peaked at $3.78M in Q4 2020. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

  • Sigma Planning Corp reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 10,823 Teladoc Health shares in Q4 2023, an estimated $201K.
  • Sigma Planning Corp first reported a position in Teladoc Health in Q1 2018 and held it in 21 quarters.
  • Sigma Planning Corp's Teladoc Health position peaked at $3.78M in Q4 2020.
  • 435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.