Buckley Wealth Management’s Teladoc Health TDOC Stock Holding History

Buckley 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	-5,368	Closed	-$681K	–	139
2021 Q3	$681K	Buy	5,368 +20	+0.4%	+$2.91K	0.22%	76
2021 Q2	$889K	Sell	5,348 -292	-5%	-$47.3K	0.31%	59
2021 Q1	$1.02M	Hold	5,640	–	–	0.38%	45
2020 Q4	$1.13M	Buy	5,640 +295	+6%	+$60K	0.46%	38
2020 Q3	$1.17M	Hold	5,345	–	–	0.53%	32
2020 Q2	$1.02M	Sell	5,345 -1,000	-16%	-$175K	0.46%	41
2020 Q1	$984K	Hold	6,345	–	–	0.53%	33
2019 Q4	$531K	Hold	6,345	–	–	0.24%	78
2019 Q3	$430K	Hold	6,345	–	–	0.21%	86
2019 Q2	$421K	Hold	6,345	–	–	0.2%	98
2019 Q1	$353K	Hold	6,345	–	–	0.17%	107
2018 Q4	$315K	Hold	6,345	–	–	0.16%	110
2018 Q3	$548K	Hold	6,345	–	–	0.24%	88
2018 Q2	$368K	Hold	6,345	–	–	0.17%	111
2018 Q1	$256K	Hold	6,345	–	–	0.13%	142
2017 Q4	$221K	Buy	+6,345	New	+$211K	0.11%	155

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

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

Buckley Wealth Management sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 5,368 shares — an estimated $681K sold.

Buckley Wealth Management first reported a position in TDOC in Q4 2017 and held it in 16 quarters. The position peaked at $1.17M in Q3 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

Buckley Wealth Management reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
Buckley Wealth Management sold 5,368 Teladoc Health shares in Q4 2021, an estimated $681K.
Buckley Wealth Management first reported a position in Teladoc Health in Q4 2017 and held it in 16 quarters.
Buckley Wealth Management's Teladoc Health position peaked at $1.17M in Q3 2020.
729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Buckley Wealth Management's 13F filing for Q4 2021, filed 2 Feb 2022.