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SteelPeak Wealth’s Teladoc Health TDOC Stock Holding History

SteelPeak Wealth’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
-35,254
Closed -$345K – 605
2024
Q2 		$345K Buy
35,254
+22,727
+181% +$277K 0.02% 361
2024
Q1 		$189K Sell
12,527
-1,173
-9% -$21.3K 0.01% 431
2023
Q4 		$295K Sell
13,700
-2,901
-17% -$53.5K 0.02% 338
2023
Q3 		$309K Buy
16,601
+6,882
+71% +$161K 0.02% 326
2023
Q2 		$246K Buy
9,719
+160
+2% +$4.03K 0.01% 365
2023
Q1 		$248K Sell
9,559
-354
-4% -$9.47K 0.02% 328
2022
Q4 		$234K Sell
9,913
-7,294
-42% -$197K 0.02% 344
2022
Q3 		$436K Buy
17,207
+2,572
+18% +$90.2K 0.03% 268
2022
Q2 		$486K Buy
14,635
+5,670
+63% +$241K 0.03% 254
2022
Q1 		$647K Buy
8,965
+6,157
+219% +$444K 0.04% 243
2021
Q4 		$258K Sell
2,808
-347
-11% -$41.5K 0.01% 352
2021
Q3 		$400K Sell
3,155
-4,796
-60% -$698K 0.03% 279
2021
Q2 		$1.32M Buy
7,951
+5,910
+290% +$958K 0.09% 144
2021
Q1 		$371K Sell
2,041
-2,600
-56% -$603K 0.03% 269
2020
Q4 		$928K Sell
4,641
-4,994
-52% -$1.02M 0.08% 167
2020
Q3 		$2.11M Buy
+9,635
New +$2.04M 0.23% 88

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 $3.38T AUM 44.17% 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

SteelPeak Wealth's TDOC Position: Q3 2024 in Review

SteelPeak Wealth sold out of Teladoc Health (TDOC) in Q3 2024, closing a stake of 35,254 shares — an estimated $345K sold.

SteelPeak Wealth first reported a position in TDOC in Q3 2020 and held it in 16 quarters. The position peaked at $2.11M in Q3 2020. 366 funds tracked by Wall St. Rank hold TDOC as of Q3 2024.

  • SteelPeak Wealth reported no remaining Teladoc Health position as of Q3 2024 after selling out during the quarter.
  • SteelPeak Wealth sold 35,254 Teladoc Health shares in Q3 2024, an estimated $345K.
  • SteelPeak Wealth first reported a position in Teladoc Health in Q3 2020 and held it in 16 quarters.
  • SteelPeak Wealth's Teladoc Health position peaked at $2.11M in Q3 2020.
  • 366 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2024.

Based on SteelPeak Wealth's 13F filing for Q3 2024, filed 25 Oct 2024.