Brewin Dolphin Wealth Management’s Teladoc Health TDOC Stock Holding History

Brewin Dolphin 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 Q2	$32K	Sell	967 -839	-46%	-$35.6K	﹤0.01%	218
2022 Q1	$130K	Sell	1,806 -18,435	-91%	-$1.33M	0.01%	145
2021 Q4	$1.86M	Sell	20,241 -1,380	-6%	-$165K	0.2%	58
2021 Q3	$2.74M	Buy	21,621 +3,470	+19%	+$505K	0.31%	49
2021 Q2	$3.02M	Buy	18,151 +8,034	+79%	+$1.3M	0.37%	46
2021 Q1	$1.84M	Buy	10,117 +9,467	+1,456%	+$2.2M	0.28%	51
2020 Q4	$130K	Hold	650	–	–	0.02%	123
2020 Q3	$143K	Hold	650	–	–	0.03%	115
2020 Q2	$124K	Buy	+650	New	+$114K	0.03%	121
2020 Q1	–	Sell	-3,000	Closed	-$251K	–	207
2019 Q4	$251K	Buy	3,000 +1,000	+50%	+$76.1K	0.12%	66
2019 Q3	$135K	Hold	2,000	–	–	0.07%	86
2019 Q2	$133K	Hold	2,000	–	–	0.07%	86
2019 Q1	$111K	Hold	2,000	–	–	0.06%	90
2018 Q4	$99.1K	Hold	2,000	–	–	0.06%	89
2018 Q3	$173K	Buy	+2,000	New	+$143K	0.09%	79

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Brewin Dolphin Wealth Management's TDOC Position: Q2 2022 in Review

Brewin Dolphin Wealth Management reduced its Teladoc Health (TDOC) stake by 46% in Q2 2022, selling an estimated $35.6K and leaving 967 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Brewin Dolphin Wealth Management first reported a position in TDOC in Q3 2018 and has held it in 15 quarters since. The position peaked at $3.02M in Q2 2021. 550 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

Brewin Dolphin Wealth Management held 967 shares of Teladoc Health worth $32K as of Q2 2022.
Brewin Dolphin Wealth Management sold 839 Teladoc Health shares in Q2 2022, an estimated $35.6K.
Teladoc Health made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #218 holding.
Brewin Dolphin Wealth Management first reported a position in Teladoc Health in Q3 2018 and has held it in 15 quarters since.
Brewin Dolphin Wealth Management's Teladoc Health position peaked at $3.02M in Q2 2021.
550 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.