Avitas Wealth Management’s Teladoc Health TDOC Stock Holding History

Avitas Wealth Management’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	-5,810	Closed	-$737K	–	195
2021 Q3	$737K	Sell	5,810 -123	-2%	-$17.9K	0.13%	148
2021 Q2	$987K	Sell	5,933 -14,246	-71%	-$2.31M	0.18%	141
2021 Q1	$3.67M	Sell	20,179 -2,412	-11%	-$559K	0.72%	44
2020 Q4	$4.52M	Buy	22,591 +7,859	+53%	+$1.6M	0.91%	23
2020 Q3	$3.23M	Sell	14,732 -8,044	-35%	-$1.7M	0.9%	33
2020 Q2	$4.35M	Sell	22,776 -4,405	-16%	-$772K	1.44%	12
2020 Q1	$4.21M	Sell	27,181 -1,897	-7%	-$221K	1.92%	10
2019 Q4	$2.43M	Buy	29,078 +302	+1%	+$23K	0.62%	70
2019 Q3	$1.95M	Buy	28,776 +10,468	+57%	+$689K	0.54%	82
2019 Q2	$1.22M	Buy	+18,308	New	+$1.07M	0.34%	101

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

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

BlackRock New York $6.73T AUM 46.02% 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

Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Avitas Wealth Management's TDOC Position: Q4 2021 in Review

Avitas Wealth Management sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 5,810 shares — an estimated $737K sold.

Avitas Wealth Management first reported a position in TDOC in Q2 2019 and held it in 10 quarters. The position peaked at $4.52M in Q4 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

Avitas Wealth Management reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
Avitas Wealth Management sold 5,810 Teladoc Health shares in Q4 2021, an estimated $737K.
Avitas Wealth Management first reported a position in Teladoc Health in Q2 2019 and held it in 10 quarters.
Avitas Wealth Management's Teladoc Health position peaked at $4.52M in Q4 2020.
729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Avitas Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.