Atria Investments’s Teladoc Health TDOC Stock Holding History

Atria Investments’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
2020 Q2	–	Sell	-3,566	Closed	-$553K	–	749
2020 Q1	$553K	Sell	3,566 -965	-21%	-$112K	0.04%	332
2019 Q4	$379K	Buy	+4,531	New	+$345K	0.01%	891
2018 Q4	–	Sell	-2,636	Closed	-$228K	–	1003
2018 Q3	$228K	Buy	+2,636	New	+$188K	0.01%	884

Other funds holding TDOC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Atria Investments's TDOC Position: Q2 2020 in Review

Atria Investments sold out of Teladoc Health (TDOC) in Q2 2020, closing a stake of 3,566 shares — an estimated $553K sold.

Atria Investments first reported a position in TDOC in Q3 2018 and held it in 3 quarters. The position peaked at $553K in Q1 2020. 670 funds tracked by Wall St. Rank hold TDOC as of Q2 2020.

Atria Investments reported no remaining Teladoc Health position as of Q2 2020 after selling out during the quarter.
Atria Investments sold 3,566 Teladoc Health shares in Q2 2020, an estimated $553K.
Atria Investments first reported a position in Teladoc Health in Q3 2018 and held it in 3 quarters.
Atria Investments's Teladoc Health position peaked at $553K in Q1 2020.
670 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2020.

Based on Atria Investments's 13F filing for Q2 2020, filed 13 Aug 2020.