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Synergy Asset Management’s Teladoc Health TDOC Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-160
Closed -$1.47K – 758
2024
Q4 		$1.47K Buy
+160
New +$1.54K ﹤0.01% 697
2021
Q2 		– Sell
-1,774
Closed -$322K – 131
2021
Q1 		$322K Sell
1,774
-39,560
-96% -$9.18M 0.1% 70
2020
Q4 		$8.27M Buy
+41,334
New +$8.4M 2.6% 12

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Asset Management's TDOC Position: Q1 2025 in Review

Synergy Asset Management sold out of Teladoc Health (TDOC) in Q1 2025, closing a stake of 160 shares — an estimated $1.47K sold.

Synergy Asset Management first reported a position in TDOC in Q4 2020 and held it in 3 quarters. The position peaked at $8.27M in Q4 2020. 383 funds tracked by Wall St. Rank hold TDOC as of Q1 2025.

  • Synergy Asset Management reported no remaining Teladoc Health position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 160 Teladoc Health shares in Q1 2025, an estimated $1.47K.
  • Synergy Asset Management first reported a position in Teladoc Health in Q4 2020 and held it in 3 quarters.
  • Synergy Asset Management's Teladoc Health position peaked at $8.27M in Q4 2020.
  • 383 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.