U.S. Capital Wealth Advisors’s Teladoc Health TDOC Stock Holding History

U.S. Capital 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 Q1	–	Sell	-600	Closed	-$14.2K	–	1429
2022 Q4	$14.2K	Buy	+600	New	+$16.2K	﹤0.01%	1191
2021 Q4	–	Sell	-2,575	Closed	-$327K	–	760
2021 Q3	$327K	Buy	+2,575	New	+$375K	0.01%	597

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

U.S. Capital Wealth Advisors's TDOC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Teladoc Health (TDOC) in Q1 2023, closing a stake of 600 shares — an estimated $14.2K sold.

U.S. Capital Wealth Advisors first reported a position in TDOC in Q3 2021 and held it in 2 quarters. The position peaked at $327K in Q3 2021. 429 funds tracked by Wall St. Rank hold TDOC as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Teladoc Health position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 600 Teladoc Health shares in Q1 2023, an estimated $14.2K.
U.S. Capital Wealth Advisors first reported a position in Teladoc Health in Q3 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Teladoc Health position peaked at $327K in Q3 2021.
429 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.