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	–	2385
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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return

Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return