BT Wealth Management’s Teladoc Health TDOC Stock Holding History

BT 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 Q2	–	Sell	-2,250	Closed	-$409K	–	67
2021 Q1	$409K	Sell	2,250 -4,000	-64%	-$928K	0.14%	38
2020 Q4	$1.25M	Buy	6,250 +2,442	+64%	+$497K	0.46%	22
2020 Q3	$835K	Buy	3,808 +1,008	+36%	+$213K	0.36%	25
2020 Q2	$534K	Hold	2,800	–	–	0.27%	32
2020 Q1	$434K	Hold	2,800	–	–	0.25%	34
2019 Q4	$234K	Buy	+2,800	New	+$213K	0.12%	54

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BT Wealth Management's TDOC Position: Q2 2021 in Review

BT Wealth Management sold out of Teladoc Health (TDOC) in Q2 2021, closing a stake of 2,250 shares — an estimated $409K sold.

BT Wealth Management first reported a position in TDOC in Q4 2019 and held it in 6 quarters. The position peaked at $1.25M in Q4 2020. 829 funds tracked by Wall St. Rank hold TDOC as of Q2 2021.

BT Wealth Management reported no remaining Teladoc Health position as of Q2 2021 after selling out during the quarter.
BT Wealth Management sold 2,250 Teladoc Health shares in Q2 2021, an estimated $409K.
BT Wealth Management first reported a position in Teladoc Health in Q4 2019 and held it in 6 quarters.
BT Wealth Management's Teladoc Health position peaked at $1.25M in Q4 2020.
829 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2021.

Based on BT Wealth Management's 13F filing for Q2 2021, filed 28 Jul 2021.