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Capital Asset Advisory Services’s Teladoc Health TDOC Stock Holding History

Capital Asset Advisory Services’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
-2,192
Closed -$278K – 706
2021
Q3 		$278K Buy
2,192
+146
+7% +$21.3K 0.03% 359
2021
Q2 		$340K Buy
2,046
+592
+41% +$95.9K 0.04% 340
2021
Q1 		$264K Buy
1,454
+832
+134% +$193K 0.04% 362
2020
Q4 		$124K Buy
+622
New +$126K 0.02% 411

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital Asset Advisory Services's TDOC Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 2,192 shares — an estimated $278K sold.

Capital Asset Advisory Services first reported a position in TDOC in Q4 2020 and held it in 4 quarters. The position peaked at $340K in Q2 2021. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Capital Asset Advisory Services reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 2,192 Teladoc Health shares in Q4 2021, an estimated $278K.
  • Capital Asset Advisory Services first reported a position in Teladoc Health in Q4 2020 and held it in 4 quarters.
  • Capital Asset Advisory Services's Teladoc Health position peaked at $340K in Q2 2021.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.