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CFM Wealth Partners’s Teladoc Health TDOC Stock Holding History

CFM Wealth Partners’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
-9,315
Closed -$1.18M – 189
2021
Q3 		$1.18M Buy
9,315
+606
+7% +$88.2K 0.3% 68
2021
Q2 		$1.45M Buy
+8,709
New +$1.41M 0.38% 57
2021
Q1 		– Sell
-998
Closed -$200K – 174
2020
Q4 		$200K Sell
998
-20
-2% -$4.07K 0.06% 160
2020
Q3 		$223K Sell
1,018
-426
-30% -$90.2K 0.08% 137
2020
Q2 		$275K Sell
1,444
-96
-6% -$16.8K 0.1% 118
2020
Q1 		$239K Sell
1,540
-257
-14% -$29.9K 0.11% 113
2019
Q4 		$174K Buy
+1,797
New +$137K 0.06% 157

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 $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CFM Wealth Partners's TDOC Position: Q4 2021 in Review

CFM Wealth Partners sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 9,315 shares — an estimated $1.18M sold.

CFM Wealth Partners first reported a position in TDOC in Q4 2019 and held it in 7 quarters. The position peaked at $1.45M in Q2 2021. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • CFM Wealth Partners reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • CFM Wealth Partners sold 9,315 Teladoc Health shares in Q4 2021, an estimated $1.18M.
  • CFM Wealth Partners first reported a position in Teladoc Health in Q4 2019 and held it in 7 quarters.
  • CFM Wealth Partners's Teladoc Health position peaked at $1.45M in Q2 2021.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on CFM Wealth Partners's 13F filing for Q4 2021, filed 21 Jan 2022.