WR Wealth Planners’s Teladoc Health TDOC Stock Holding History

WR Wealth Planners’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
2024 Q4	$127	Sell	14 -27	-66%	-$261	﹤0.01%	1075
2024 Q3	$376	Sell	41 -4	-9%	-$33	﹤0.01%	1065
2024 Q2	$440	Sell	45 -1	-2%	-$12	﹤0.01%	1028
2024 Q1	$695	Buy	+46	New	+$835	﹤0.01%	1006
2023 Q4	–	Sell	-61	Closed	-$1.13K	–	784
2023 Q3	$1.13K	Hold	61	–	–	﹤0.01%	829
2023 Q2	$1.54K	Sell	61 -5	-8%	-$126	﹤0.01%	796
2023 Q1	$1.71K	Buy	66 +4	+6%	+$107	﹤0.01%	789
2022 Q4	$1.47K	Sell	62 -5	-7%	-$135	﹤0.01%	412
2022 Q3	$1.7K	Sell	67 -1	-1%	-$35	﹤0.01%	397
2022 Q2	$2.26K	Hold	68	–	–	﹤0.01%	412
2022 Q1	$4.91K	Buy	+68	New	+$4.9K	﹤0.01%	358

Other funds holding TDOC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WR Wealth Planners's TDOC Position: Q4 2024 in Review

WR Wealth Planners reduced its Teladoc Health (TDOC) stake by 66% in Q4 2024, selling an estimated $261 and leaving 14 shares worth $127. The position accounts for ﹤0.01% of the portfolio, ranked #1075.

WR Wealth Planners first reported a position in TDOC in Q1 2022 and has held it in 11 quarters since. The position peaked at $4.91K in Q1 2022. 381 funds tracked by Wall St. Rank hold TDOC as of Q4 2024.

WR Wealth Planners held 14 shares of Teladoc Health worth $127 as of Q4 2024.
WR Wealth Planners sold 27 Teladoc Health shares in Q4 2024, an estimated $261.
Teladoc Health made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1075 holding.
WR Wealth Planners first reported a position in Teladoc Health in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Teladoc Health position peaked at $4.91K in Q1 2022.
381 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.