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Concorde Asset Management’s Teladoc Health TDOC Stock Holding History

Concorde Asset Management’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
-4,826
Closed -$612K – 198
2021
Q3 		$612K Buy
4,826
+3,586
+289% +$522K 0.35% 96
2021
Q2 		$206K Sell
1,240
-572
-32% -$92.7K 0.12% 184
2021
Q1 		$330K Sell
1,812
-10,324
-85% -$2.39M 0.19% 135
2020
Q4 		$2.43M Buy
+12,136
New +$2.47M 1.35% 17

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

Concorde Asset Management's TDOC Position: Q4 2021 in Review

Concorde Asset Management sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 4,826 shares — an estimated $612K sold.

Concorde Asset Management first reported a position in TDOC in Q4 2020 and held it in 4 quarters. The position peaked at $2.43M in Q4 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Concorde Asset Management reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Concorde Asset Management sold 4,826 Teladoc Health shares in Q4 2021, an estimated $612K.
  • Concorde Asset Management first reported a position in Teladoc Health in Q4 2020 and held it in 4 quarters.
  • Concorde Asset Management's Teladoc Health position peaked at $2.43M in Q4 2020.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Concorde Asset Management's 13F filing for Q4 2021, filed 2 Feb 2022.