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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
Q2 		– Hold
0
– -$22.6K – 600
2024
Q1 		– Hold
0
– – – 469
2023
Q4 		– Hold
0
– – – 433
2023
Q3 		– Hold
0
– – – 433
2021
Q4 		– Sell
-400
Closed -$50K – 470
2021
Q3 		$50K Buy
+400
New +$58.2K ﹤0.01% 415
2021
Q1 		– Sell
-300
Closed -$60K – 412
2020
Q4 		$60K Buy
+300
New +$61K 0.01% 316

Other funds holding TDOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $78.1B AUM 55.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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. 365 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.
  • 365 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.