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Avantax Planning Partners’s Teladoc Health TDOC Stock Holding History

Avantax Planning Partners’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
Q4 		– Sell
-343
Closed -$30K – 1092
2018
Q3 		$30K Buy
+343
New +$24.4K ﹤0.01% 612
2018
Q2 		– Sell
-274
Closed -$11K – 1335
2018
Q1 		$11K Buy
+274
New +$10.3K ﹤0.01% 1015

Other funds holding TDOC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Avantax Planning Partners's TDOC Position: Q4 2018 in Review

Avantax Planning Partners sold out of Teladoc Health (TDOC) in Q4 2018, closing a stake of 343 shares — an estimated $30K sold.

Avantax Planning Partners first reported a position in TDOC in Q1 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 326 funds tracked by Wall St. Rank hold TDOC as of Q4 2018.

  • Avantax Planning Partners reported no remaining Teladoc Health position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 343 Teladoc Health shares in Q4 2018, an estimated $30K.
  • Avantax Planning Partners first reported a position in Teladoc Health in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Teladoc Health position peaked at $30K in Q3 2018.
  • 326 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.