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CLA (CliftonLarsonAllen) Wealth Advisors’s Teladoc Health TDOC Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
Q3 		– Sell
-1,270
Closed -$211K – 310
2021
Q2 		$211K Buy
+1,270
New +$206K 0.01% 298

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's TDOC Position: Q3 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 1,270 shares — an estimated $211K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in TDOC in Q2 2021 and held it in 1 quarter. The position peaked at $211K in Q2 2021. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 1,270 Teladoc Health shares in Q3 2021, an estimated $211K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Teladoc Health in Q2 2021 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Teladoc Health position peaked at $211K in Q2 2021.
  • 761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.