Avestar Capital’s Teladoc Health TDOC Stock Holding History

Avestar Capital’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 Q3	–	Sell	-1,368	Closed	-$227K	–	505
2021 Q2	$227K	Sell	1,368 -547	-29%	-$88.6K	0.03%	391
2021 Q1	$357K	Buy	1,915 +357	+23%	+$82.8K	0.08%	221
2020 Q4	$312K	Buy	1,558 +137	+10%	+$27.9K	0.09%	203
2020 Q3	$301K	Buy	+1,421	New	+$301K	0.1%	161
2019 Q3	–	Sell	-141	Closed	-$9K	–	755
2019 Q2	$9K	Buy	141 +82	+139%	+$4.78K	0.01%	519
2019 Q1	$3K	Hold	59	–	–	﹤0.01%	627
2018 Q4	$2K	Buy	+59	New	+$3.61K	﹤0.01%	654

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Avestar Capital's TDOC Position: Q3 2021 in Review

Avestar Capital sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 1,368 shares — an estimated $227K sold.

Avestar Capital first reported a position in TDOC in Q4 2018 and held it in 7 quarters. The position peaked at $357K in Q1 2021. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

Avestar Capital reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
Avestar Capital sold 1,368 Teladoc Health shares in Q3 2021, an estimated $227K.
Avestar Capital first reported a position in Teladoc Health in Q4 2018 and held it in 7 quarters.
Avestar Capital's Teladoc Health position peaked at $357K in Q1 2021.
761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Avestar Capital's 13F filing for Q3 2021, filed 9 Nov 2021.