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Synergy Financial Group’s Teladoc Health TDOC Stock Holding History

Synergy Financial Group’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
2022
Q4 		– Sell
-8,926
Closed -$226K – 85
2022
Q3 		$226K Sell
8,926
-1,342
-13% -$47.1K 0.34% 80
2022
Q2 		$341K Hold
10,268
– – 0.53% 55
2022
Q1 		$741K Hold
10,268
– – 0.78% 35
2021
Q4 		$943K Buy
+10,268
New +$1.23M 0.85% 33

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Synergy Financial Group's TDOC Position: Q4 2022 in Review

Synergy Financial Group sold out of Teladoc Health (TDOC) in Q4 2022, closing a stake of 8,926 shares — an estimated $226K sold.

Synergy Financial Group first reported a position in TDOC in Q4 2021 and held it in 4 quarters. The position peaked at $943K in Q4 2021. 444 funds tracked by Wall St. Rank hold TDOC as of Q4 2022.

  • Synergy Financial Group reported no remaining Teladoc Health position as of Q4 2022 after selling out during the quarter.
  • Synergy Financial Group sold 8,926 Teladoc Health shares in Q4 2022, an estimated $226K.
  • Synergy Financial Group first reported a position in Teladoc Health in Q4 2021 and held it in 4 quarters.
  • Synergy Financial Group's Teladoc Health position peaked at $943K in Q4 2021.
  • 444 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2022.

Based on Synergy Financial Group's 13F filing for Q4 2022, filed 3 Feb 2023.