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Connecticut Wealth Management’s Teladoc Health TDOC Stock Holding History

Connecticut Wealth 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
Q2 		– Sell
-1,099
Closed -$200K – 222
2021
Q1 		$200K Hold
1,099
– – 0.02% 171
2020
Q4 		$220K Sell
1,099
-1,434
-57% -$292K 0.02% 173
2020
Q3 		$555K Buy
2,533
+125
+5% +$26.5K 0.06% 113
2020
Q2 		$460K Buy
2,408
+330
+16% +$57.8K 0.06% 94
2020
Q1 		$322K Buy
+2,078
New +$242K 0.05% 115

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Connecticut Wealth Management's TDOC Position: Q2 2021 in Review

Connecticut Wealth Management sold out of Teladoc Health (TDOC) in Q2 2021, closing a stake of 1,099 shares — an estimated $200K sold.

Connecticut Wealth Management first reported a position in TDOC in Q1 2020 and held it in 5 quarters. The position peaked at $555K in Q3 2020. 829 funds tracked by Wall St. Rank hold TDOC as of Q2 2021.

  • Connecticut Wealth Management reported no remaining Teladoc Health position as of Q2 2021 after selling out during the quarter.
  • Connecticut Wealth Management sold 1,099 Teladoc Health shares in Q2 2021, an estimated $200K.
  • Connecticut Wealth Management first reported a position in Teladoc Health in Q1 2020 and held it in 5 quarters.
  • Connecticut Wealth Management's Teladoc Health position peaked at $555K in Q3 2020.
  • 829 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2021.

Based on Connecticut Wealth Management's 13F filing for Q2 2021, filed 29 Jul 2021.