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TCI Wealth Advisors’s Teladoc Health TDOC Stock Holding History

TCI Wealth Advisors’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
2023
Q2 		– Sell
-333
Closed -$8.63K – 2018
2023
Q1 		$8.63K Buy
333
+31
+10% +$830 ﹤0.01% 1175
2022
Q4 		$7.14K Sell
302
-20
-6% -$539 ﹤0.01% 1295
2022
Q3 		$8K Sell
322
-107
-25% -$3.75K ﹤0.01% 1190
2022
Q2 		$14K Buy
429
+100
+30% +$4.25K ﹤0.01% 822
2022
Q1 		$24K Buy
329
+43
+15% +$3.1K ﹤0.01% 621
2021
Q4 		$26K Sell
286
-86
-23% -$10.3K ﹤0.01% 601
2021
Q3 		$47K Buy
372
+70
+23% +$10.2K 0.01% 445
2021
Q2 		$50K Sell
302
-82
-21% -$13.3K 0.01% 394
2021
Q1 		$70K Buy
384
+102
+36% +$23.7K 0.03% 300
2020
Q4 		$56K Sell
282
-25
-8% -$5.08K 0.03% 317
2020
Q3 		$67K Sell
307
-83
-21% -$17.6K 0.03% 265
2020
Q2 		$74K Buy
390
+14
+4% +$2.45K 0.03% 258
2020
Q1 		$58K Sell
376
-69
-16% -$8.03K 0.03% 282
2019
Q4 		$37K Buy
445
+170
+62% +$12.9K 0.01% 444
2019
Q3 		$19K Hold
275
– – 0.01% 508
2019
Q2 		$18K Sell
275
-7
-2% -$408 0.01% 496
2019
Q1 		$16K Hold
282
– – 0.01% 537
2018
Q4 		$14K Buy
282
+182
+182% +$11.1K 0.01% 552
2018
Q3 		$9K Buy
+100
New +$7.13K ﹤0.01% 668

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

TCI Wealth Advisors's TDOC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Teladoc Health (TDOC) in Q2 2023, closing a stake of 333 shares — an estimated $8.63K sold.

TCI Wealth Advisors first reported a position in TDOC in Q3 2018 and held it in 19 quarters. The position peaked at $74K in Q2 2020. 431 funds tracked by Wall St. Rank hold TDOC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Teladoc Health position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 333 Teladoc Health shares in Q2 2023, an estimated $8.63K.
  • TCI Wealth Advisors first reported a position in Teladoc Health in Q3 2018 and held it in 19 quarters.
  • TCI Wealth Advisors's Teladoc Health position peaked at $74K in Q2 2020.
  • 431 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.