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Confluence Wealth Services’s Teladoc Health TDOC Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-178
Closed -$16K – 1050
2021
Q4 		$16K Buy
+178
New +$21.3K 0.01% 793

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Confluence Wealth Services's TDOC Position: Q1 2022 in Review

Confluence Wealth Services sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 178 shares — an estimated $16K sold.

Confluence Wealth Services first reported a position in TDOC in Q4 2021 and held it in 1 quarter. The position peaked at $16K in Q4 2021. 679 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Confluence Wealth Services reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 178 Teladoc Health shares in Q1 2022, an estimated $16K.
  • Confluence Wealth Services first reported a position in Teladoc Health in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Teladoc Health position peaked at $16K in Q4 2021.
  • 679 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.