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SW
SteelPeak Wealth’s
Teladoc Health
TDOC
Stock Holding History
SteelPeak Wealth’s Portfolio
TDOC Stock Details
TDOC Fund Activity
Bought
Maintained
Sold
Shares
Call Options
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
0.04%
254
2022
Q1
$647K
Buy
8,965
+6,157
+219%
+$444K
0.04%
243
2021
Q4
$258K
Sell
2,808
-347
-11%
-$41.5K
0.02%
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
0.1%
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
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1-Year Est. Return
State Street
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$2.9T AUM
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1-Year Est. Return
RCMNY
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$8.16B AUM
68.42%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
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1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Wellington Management Group
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$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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