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TFO Wealth Partners’s Teladoc Health TDOC Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-7
Closed -$177 – 1081
2023
Q3 		$177 Buy
+7
New +$163 ﹤0.01% 862
2022
Q3 		– Sell
-25
Closed -$1K – 455
2022
Q2 		$1K Buy
+25
New +$1.06K ﹤0.01% 467
2021
Q2 		– Sell
-150
Closed -$27K – 178
2021
Q1 		$27K Buy
+150
New +$34.8K 0.01% 92
2020
Q3 		– Sell
-22
Closed -$4K – 188
2020
Q2 		$4K Buy
+22
New +$3.85K ﹤0.01% 118

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TFO Wealth Partners's TDOC Position: Q4 2023 in Review

TFO Wealth Partners sold out of Teladoc Health (TDOC) in Q4 2023, closing a stake of 7 shares — an estimated $177 sold.

TFO Wealth Partners first reported a position in TDOC in Q2 2020 and held it in 4 quarters. The position peaked at $27K in Q1 2021. 435 funds tracked by Wall St. Rank hold TDOC as of Q4 2023.

  • TFO Wealth Partners reported no remaining Teladoc Health position as of Q4 2023 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Teladoc Health shares in Q4 2023, an estimated $177.
  • TFO Wealth Partners first reported a position in Teladoc Health in Q2 2020 and held it in 4 quarters.
  • TFO Wealth Partners's Teladoc Health position peaked at $27K in Q1 2021.
  • 435 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2023.

Based on TFO Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.