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Amplius Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Amplius 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
2022
Q1 		– Sell
-419
Closed -$38K – 810
2021
Q4 		$38K Buy
+419
New +$50.1K 0.01% 375

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Amplius Wealth Advisors's TDOC Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 419 shares — an estimated $38K sold.

Amplius Wealth Advisors first reported a position in TDOC in Q4 2021 and held it in 1 quarter. The position peaked at $38K in Q4 2021. 679 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 419 Teladoc Health shares in Q1 2022, an estimated $38K.
  • Amplius Wealth Advisors first reported a position in Teladoc Health in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Teladoc Health position peaked at $38K in Q4 2021.
  • 679 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.