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Atlas Private Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-1,612
Closed -$204K – 627
2021
Q3 		$204K Hold
1,612
– – 0.11% 127
2021
Q2 		$268K Sell
1,612
-90
-5% -$14.6K 0.15% 106
2021
Q1 		$309K Sell
1,702
-38
-2% -$8.81K 0.17% 94
2020
Q4 		$348K Buy
1,740
+28
+2% +$5.69K 0.23% 81
2020
Q3 		$375K Hold
1,712
– – 0.31% 70
2020
Q2 		$327K Buy
+1,712
New +$300K 0.29% 79

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Atlas Private Wealth Advisors's TDOC Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 1,612 shares — an estimated $204K sold.

Atlas Private Wealth Advisors first reported a position in TDOC in Q2 2020 and held it in 6 quarters. The position peaked at $375K in Q3 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,612 Teladoc Health shares in Q4 2021, an estimated $204K.
  • Atlas Private Wealth Advisors first reported a position in Teladoc Health in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Teladoc Health position peaked at $375K in Q3 2020.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.