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WealthPLAN Partners’s Teladoc Health TDOC Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-130
Closed -$3.29K – 1074
2023
Q2 		$3.29K Sell
130
-11
-8% -$277 ﹤0.01% 980
2023
Q1 		$3.65K Buy
+141
New +$3.77K ﹤0.01% 1041
2022
Q1 		$262K Buy
+7,769
New +$560K 0.02% 339
2021
Q1 		– Sell
-1,784
Closed -$494K – 349
2020
Q4 		$494K Buy
1,784
+3
+0.2% +$610 0.04% 217
2020
Q3 		$333K Buy
1,781
+138
+8% +$29.2K 0.03% 236
2020
Q2 		$316K Hold
1,643
– – 0.03% 229
2020
Q1 		$295K Buy
+1,643
New +$191K 0.04% 198

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 $3.37T AUM 44.26% 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 Partners's TDOC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Teladoc Health (TDOC) in Q3 2023, closing a stake of 130 shares — an estimated $3.29K sold.

WealthPLAN Partners first reported a position in TDOC in Q1 2020 and held it in 7 quarters. The position peaked at $494K in Q4 2020. 436 funds tracked by Wall St. Rank hold TDOC as of Q3 2023.

  • WealthPLAN Partners reported no remaining Teladoc Health position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 130 Teladoc Health shares in Q3 2023, an estimated $3.29K.
  • WealthPLAN Partners first reported a position in Teladoc Health in Q1 2020 and held it in 7 quarters.
  • WealthPLAN Partners's Teladoc Health position peaked at $494K in Q4 2020.
  • 436 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.