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Acorn Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Acorn Wealth Advisors’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
2018
Q3 		– Sell
-200
Closed -$12K – 404
2018
Q2 		$12K Hold
200
– – 0.01% 488
2018
Q1 		$9K Buy
+200
New +$7.55K 0.01% 534

Other funds holding TDOC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Acorn Wealth Advisors's TDOC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Teladoc Health (TDOC) in Q3 2018, closing a stake of 200 shares — an estimated $12K sold.

Acorn Wealth Advisors first reported a position in TDOC in Q1 2018 and held it in 2 quarters. The position peaked at $12K in Q2 2018. 334 funds tracked by Wall St. Rank hold TDOC as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Teladoc Health position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 200 Teladoc Health shares in Q3 2018, an estimated $12K.
  • Acorn Wealth Advisors first reported a position in Teladoc Health in Q1 2018 and held it in 2 quarters.
  • Acorn Wealth Advisors's Teladoc Health position peaked at $12K in Q2 2018.
  • 334 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.