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Spire Wealth Management’s Teladoc Health TDOC Stock Holding History

Spire 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
2024
Q2 		– Sell
-73
Closed -$1.1K – 2384
2024
Q1 		$1.1K Sell
73
-10
-12% -$181 ﹤0.01% 2193
2023
Q4 		$1.68K Sell
83
-100
-55% -$1.84K ﹤0.01% 2179
2023
Q3 		$3.4K Sell
183
-53
-22% -$1.24K ﹤0.01% 2026
2023
Q2 		$5.98K Sell
236
-66
-22% -$1.66K ﹤0.01% 1958
2023
Q1 		$7.82K Buy
302
+23
+8% +$616 ﹤0.01% 1925
2022
Q4 		$7K Sell
279
-123
-31% -$3.32K ﹤0.01% 1750
2022
Q3 		$10K Sell
402
-193
-32% -$6.77K ﹤0.01% 1576
2022
Q2 		$20K Sell
595
-423
-42% -$18K ﹤0.01% 1678
2022
Q1 		$73K Sell
1,018
-3,379
-77% -$243K ﹤0.01% 1301
2021
Q4 		$541K Sell
4,397
-348
-7% -$41.6K 0.01% 675
2021
Q3 		$602K Buy
4,745
+619
+15% +$90.1K 0.02% 542
2021
Q2 		$686K Sell
4,126
-412
-9% -$66.8K 0.02% 527
2021
Q1 		$697K Buy
+4,538
New +$1.05M 0.02% 561

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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
CC
Clearline Capital New York $1.68B AUM 53.07% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Spire Wealth Management's TDOC Position: Q2 2024 in Review

Spire Wealth Management sold out of Teladoc Health (TDOC) in Q2 2024, closing a stake of 73 shares — an estimated $1.1K sold.

Spire Wealth Management first reported a position in TDOC in Q1 2021 and held it in 13 quarters. The position peaked at $697K in Q1 2021. 407 funds tracked by Wall St. Rank hold TDOC as of Q2 2024.

  • Spire Wealth Management reported no remaining Teladoc Health position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 73 Teladoc Health shares in Q2 2024, an estimated $1.1K.
  • Spire Wealth Management first reported a position in Teladoc Health in Q1 2021 and held it in 13 quarters.
  • Spire Wealth Management's Teladoc Health position peaked at $697K in Q1 2021.
  • 407 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.