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Venturi Wealth Management’s Teladoc Health TDOC Stock Holding History

Venturi 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
2025
Q1 		– Sell
-1,380
Closed -$12.5K – 1690
2024
Q4 		$12.5K Buy
1,380
+698
+102% +$6.74K ﹤0.01% 1373
2024
Q3 		$6.26K Buy
682
+532
+355% +$4.4K ﹤0.01% 1328
2024
Q2 		$1.47K Buy
+150
New +$1.83K ﹤0.01% 1416
2020
Q4 		– Sell
-1,116
Closed -$245K – 334
2020
Q3 		$245K Buy
+1,116
New +$236K 0.03% 254

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venturi Wealth Management's TDOC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Teladoc Health (TDOC) in Q1 2025, closing a stake of 1,380 shares — an estimated $12.5K sold.

Venturi Wealth Management first reported a position in TDOC in Q3 2020 and held it in 4 quarters. The position peaked at $245K in Q3 2020. 383 funds tracked by Wall St. Rank hold TDOC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Teladoc Health position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,380 Teladoc Health shares in Q1 2025, an estimated $12.5K.
  • Venturi Wealth Management first reported a position in Teladoc Health in Q3 2020 and held it in 4 quarters.
  • Venturi Wealth Management's Teladoc Health position peaked at $245K in Q3 2020.
  • 383 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.