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Triad Wealth Partners’s Teladoc Health TDOC Stock Holding History

Triad 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
2024
Q3 		– Sell
-78
Closed -$763 – 811
2024
Q2 		$763 Buy
+78
New +$951 ﹤0.01% 897

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Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Goldman Sachs
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Triad Wealth Partners's TDOC Position: Q3 2024 in Review

Triad Wealth Partners sold out of Teladoc Health (TDOC) in Q3 2024, closing a stake of 78 shares — an estimated $763 sold.

Triad Wealth Partners first reported a position in TDOC in Q2 2024 and held it in 1 quarter. The position peaked at $763 in Q2 2024. 365 funds tracked by Wall St. Rank hold TDOC as of Q3 2024.

  • Triad Wealth Partners reported no remaining Teladoc Health position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 78 Teladoc Health shares in Q3 2024, an estimated $763.
  • Triad Wealth Partners first reported a position in Teladoc Health in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Teladoc Health position peaked at $763 in Q2 2024.
  • 365 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.