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Tradition Wealth Management’s Teladoc Health TDOC Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-176
Closed -$4K – 1099
2023
Q4 		$4K Sell
176
-406
-70% -$7.49K ﹤0.01% 1202
2023
Q3 		$11K Sell
582
-5
-0.9% -$117 ﹤0.01% 996
2023
Q2 		$15K Buy
587
+6
+1% +$151 ﹤0.01% 950
2023
Q1 		$15K Buy
581
+5
+0.9% +$134 ﹤0.01% 902
2022
Q4 		$14K Buy
576
+30
+5% +$809 ﹤0.01% 832
2022
Q3 		$14K Buy
546
+300
+122% +$10.5K ﹤0.01% 853
2022
Q2 		$8K Buy
246
+44
+22% +$1.87K ﹤0.01% 878
2022
Q1 		$15K Hold
202
– – ﹤0.01% 799
2021
Q4 		$19K Sell
202
-67
-25% -$8.01K ﹤0.01% 751
2021
Q3 		$34K Buy
269
+50
+23% +$7.28K ﹤0.01% 615
2021
Q2 		$36K Buy
219
+50
+30% +$8.1K 0.01% 622
2021
Q1 		$31K Buy
169
+23
+16% +$5.33K 0.01% 543
2020
Q4 		$29K Buy
+146
New +$29.7K 0.01% 516

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Tradition Wealth Management's TDOC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Teladoc Health (TDOC) in Q1 2024, closing a stake of 176 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in TDOC in Q4 2020 and held it in 13 quarters. The position peaked at $36K in Q2 2021. 426 funds tracked by Wall St. Rank hold TDOC as of Q1 2024.

  • Tradition Wealth Management reported no remaining Teladoc Health position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 176 Teladoc Health shares in Q1 2024, an estimated $4K.
  • Tradition Wealth Management first reported a position in Teladoc Health in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Teladoc Health position peaked at $36K in Q2 2021.
  • 426 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.