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WealthPlan Investment Management’s Teladoc Health TDOC Stock Holding History

WealthPlan Investment 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
2023
Q3 		– Sell
-52
Closed -$1.32K – 333
2023
Q2 		$1.32K Hold
52
– – ﹤0.01% 331
2023
Q1 		$1.35K Buy
+52
New +$1.39K ﹤0.01% 400
2022
Q1 		$262K Buy
+7,769
New +$560K 0.02% 339

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
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
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

WealthPlan Investment Management's TDOC Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Teladoc Health (TDOC) in Q3 2023, closing a stake of 52 shares — an estimated $1.32K sold.

WealthPlan Investment Management first reported a position in TDOC in Q1 2022 and held it in 3 quarters. The position peaked at $262K in Q1 2022. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Teladoc Health position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 52 Teladoc Health shares in Q3 2023, an estimated $1.32K.
  • WealthPlan Investment Management first reported a position in Teladoc Health in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Teladoc Health position peaked at $262K in Q1 2022.
  • 436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.