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B. Riley Wealth Advisors’s Teladoc Health TDOC Stock Holding History

B. Riley Wealth Advisors’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
2022
Q2 		– Sell
-8,612
Closed -$622K – 1382
2022
Q1 		$622K Buy
8,612
+1,848
+27% +$133K 0.02% 646
2021
Q4 		$622K Sell
6,764
-3,169
-32% -$379K 0.02% 711
2021
Q3 		$1.26M Buy
9,933
+1,792
+22% +$261K 0.04% 450
2021
Q2 		$1.35M Sell
8,141
-999
-11% -$162K 0.04% 429
2021
Q1 		$1.66M Sell
9,140
-11,227
-55% -$2.6M 0.06% 352
2020
Q4 		$4.07M Buy
20,367
+16,709
+457% +$3.4M 0.22% 107
2020
Q3 		$779K Buy
3,658
+1,593
+77% +$337K 0.04% 381
2020
Q2 		$395K Sell
2,065
-519
-20% -$91K 0.03% 533
2020
Q1 		$401K Sell
2,584
-103
-4% -$12K 0.03% 455
2019
Q4 		$225K Sell
2,687
-443
-14% -$33.7K 0.02% 720
2019
Q3 		$212K Buy
+3,130
New +$206K 0.02% 712
2018
Q4 		– Sell
-2,587
Closed -$224K – 736
2018
Q3 		$224K Buy
+2,587
New +$184K 0.03% 611

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

B. Riley Wealth Advisors's TDOC Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Teladoc Health (TDOC) in Q2 2022, closing a stake of 8,612 shares — an estimated $622K sold.

B. Riley Wealth Advisors first reported a position in TDOC in Q3 2018 and held it in 12 quarters. The position peaked at $4.07M in Q4 2020. 551 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining Teladoc Health position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 8,612 Teladoc Health shares in Q2 2022, an estimated $622K.
  • B. Riley Wealth Advisors first reported a position in Teladoc Health in Q3 2018 and held it in 12 quarters.
  • B. Riley Wealth Advisors's Teladoc Health position peaked at $4.07M in Q4 2020.
  • 551 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.