VitalStone Financial’s Teladoc Health TDOC Stock Holding History

VitalStone Financial’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 Q3	–	Sell	-3	Closed	–	–	633
2023 Q2	$0	Sell	3 -27	-90%	-$680	﹤0.01%	1047
2023 Q1	$2K	Buy	30 +9	+43%	+$241	﹤0.01%	311
2022 Q4	$0	Buy	+21	New	+$566	﹤0.01%	590

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

VitalStone Financial's TDOC Position: Q3 2023 in Review

VitalStone Financial sold out of Teladoc Health (TDOC) in Q3 2023, closing a stake of 3 shares.

VitalStone Financial first reported a position in TDOC in Q4 2022 and held it in 3 quarters. The position peaked at $2K in Q1 2023. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

VitalStone Financial reported no remaining Teladoc Health position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 3 Teladoc Health shares in Q3 2023.
VitalStone Financial first reported a position in Teladoc Health in Q4 2022 and held it in 3 quarters.
VitalStone Financial's Teladoc Health position peaked at $2K in Q1 2023.
436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.