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Sowell Financial Services’s Teladoc Health TDOC Stock Holding History

Sowell Financial Services’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
2024
Q3 		– Sell
-26,713
Closed -$261K – 581
2024
Q2 		$261K Buy
26,713
+5,608
+27% +$68.4K 0.01% 498
2024
Q1 		$319K Buy
21,105
+2,198
+12% +$39.9K 0.02% 508
2023
Q4 		$407K Buy
18,907
+5,475
+41% +$101K 0.02% 454
2023
Q3 		$250K Buy
+13,432
New +$314K 0.02% 479
2021
Q2 		– Sell
-894
Closed -$136K – 2478
2021
Q1 		$136K Sell
894
-96
-10% -$22.3K ﹤0.01% 1237
2020
Q4 		$198K Sell
990
-304
-23% -$61.8K 0.01% 847
2020
Q3 		$284K Buy
1,294
+24
+2% +$5.08K 0.01% 633
2020
Q2 		$242K Buy
1,270
+711
+127% +$125K 0.01% 657
2020
Q1 		$87K Sell
559
-535
-49% -$62.2K 0.01% 892
2019
Q4 		$92K Buy
1,094
+949
+654% +$72.2K 0.01% 947
2019
Q3 		$10K Buy
+145
New +$9.54K ﹤0.01% 1538

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sowell Financial Services's TDOC Position: Q3 2024 in Review

Sowell Financial Services sold out of Teladoc Health (TDOC) in Q3 2024, closing a stake of 26,713 shares — an estimated $261K sold.

Sowell Financial Services first reported a position in TDOC in Q3 2019 and held it in 11 quarters. The position peaked at $407K in Q4 2023. 366 funds tracked by Wall St. Rank hold TDOC as of Q3 2024.

  • Sowell Financial Services reported no remaining Teladoc Health position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 26,713 Teladoc Health shares in Q3 2024, an estimated $261K.
  • Sowell Financial Services first reported a position in Teladoc Health in Q3 2019 and held it in 11 quarters.
  • Sowell Financial Services's Teladoc Health position peaked at $407K in Q4 2023.
  • 366 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.