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SFS
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
–
2482
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
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RCMNY
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1-Year Est. Return
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1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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