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Avidian Wealth Enterprises’s Teladoc Health TDOC Stock Holding History

Avidian Wealth Enterprises’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
-2,740
Closed -$456K – 420
2021
Q2 		$456K Sell
2,740
-1,290
-32% -$209K 0.04% 238
2021
Q1 		$732K Sell
4,030
-2,170
-35% -$503K 0.06% 157
2020
Q4 		$1.24M Buy
+6,200
New +$1.26M 0.12% 101

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
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

Avidian Wealth Enterprises's TDOC Position: Q3 2021 in Review

Avidian Wealth Enterprises sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 2,740 shares — an estimated $456K sold.

Avidian Wealth Enterprises first reported a position in TDOC in Q4 2020 and held it in 3 quarters. The position peaked at $1.24M in Q4 2020. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

  • Avidian Wealth Enterprises reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,740 Teladoc Health shares in Q3 2021, an estimated $456K.
  • Avidian Wealth Enterprises first reported a position in Teladoc Health in Q4 2020 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Teladoc Health position peaked at $1.24M in Q4 2020.
  • 761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2021, filed 10 Nov 2021.