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Carolinas Wealth Consulting’s Teladoc Health TDOC Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-9
Closed -$2K – 1023
2020
Q3 		$2K Sell
9
-642
-99% -$136K ﹤0.01% 748
2020
Q2 		$124K Buy
+651
New +$114K 0.05% 132

Other funds holding TDOC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carolinas Wealth Consulting's TDOC Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Teladoc Health (TDOC) in Q4 2020, closing a stake of 9 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in TDOC in Q2 2020 and held it in 2 quarters. The position peaked at $124K in Q2 2020. 900 funds tracked by Wall St. Rank hold TDOC as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Teladoc Health position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 9 Teladoc Health shares in Q4 2020, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Teladoc Health in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Teladoc Health position peaked at $124K in Q2 2020.
  • 900 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.