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Compass Financial Advisors’s Teladoc Health TDOC Stock Holding History

Compass Financial 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
2022
Q2 		– Sell
-4,969
Closed -$358K – 134
2022
Q1 		$358K Buy
4,969
+1,265
+34% +$91.1K 0.4% 89
2021
Q4 		$340K Buy
+3,704
New +$443K 0.37% 87

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Compass Financial Advisors's TDOC Position: Q2 2022 in Review

Compass Financial Advisors sold out of Teladoc Health (TDOC) in Q2 2022, closing a stake of 4,969 shares — an estimated $358K sold.

Compass Financial Advisors first reported a position in TDOC in Q4 2021 and held it in 2 quarters. The position peaked at $358K in Q1 2022. 550 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

  • Compass Financial Advisors reported no remaining Teladoc Health position as of Q2 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 4,969 Teladoc Health shares in Q2 2022, an estimated $358K.
  • Compass Financial Advisors first reported a position in Teladoc Health in Q4 2021 and held it in 2 quarters.
  • Compass Financial Advisors's Teladoc Health position peaked at $358K in Q1 2022.
  • 550 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on Compass Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.