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

B. Riley 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
2022
Q1 		– Sell
-2,779
Closed -$255K – 700
2021
Q4 		$255K Sell
2,779
-443
-14% -$52.9K 0.02% 514
2021
Q3 		$409K Buy
3,222
+1,349
+72% +$196K 0.03% 381
2021
Q2 		$311K Sell
1,873
-1,041
-36% -$169K 0.03% 307
2021
Q1 		$530K Sell
2,914
-49
-2% -$11.4K 0.06% 218
2020
Q4 		$592K Sell
2,963
-2,515
-46% -$511K 0.08% 186
2020
Q3 		$1.2M Buy
5,478
+2,564
+88% +$543K 0.14% 133
2020
Q2 		$556K Buy
+2,914
New +$511K 0.06% 215
2020
Q1 		– Sell
-3,466
Closed -$290K – 565
2019
Q4 		$290K Buy
+3,466
New +$264K 0.04% 297
2019
Q3 		– Sell
-3,373
Closed -$224K – 430
2019
Q2 		$224K Sell
3,373
-1,000
-23% -$58.3K 0.03% 334
2019
Q1 		$243K Buy
+4,373
New +$267K 0.04% 313
2018
Q4 		– Sell
-4,440
Closed -$383K – 399
2018
Q3 		$383K Buy
+4,440
New +$316K 0.09% 183

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

B. Riley Wealth Management's TDOC Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 2,779 shares — an estimated $255K sold.

B. Riley Wealth Management first reported a position in TDOC in Q3 2018 and held it in 11 quarters. The position peaked at $1.2M in Q3 2020. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • B. Riley Wealth Management reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,779 Teladoc Health shares in Q1 2022, an estimated $255K.
  • B. Riley Wealth Management first reported a position in Teladoc Health in Q3 2018 and held it in 11 quarters.
  • B. Riley Wealth Management's Teladoc Health position peaked at $1.2M in Q3 2020.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.