Creative Planning
TLMD

Creative Planning’s SOC Telemed, Inc. Class A Common Stock TLMD Stock Holding History

Creative Planning’s Portfolio TLMD Stock Details TLMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-21,186
Closed -$27K – 2476
2021
Q4 		$27K Buy
+21,186
New +$42.5K ﹤0.01% 2031

Other funds holding TLMD

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
E
Ergoteles New York $68.2M AUM 36.16% 1-Year Est. Return

Creative Planning's TLMD Position: Q1 2022 in Review

Creative Planning sold out of SOC Telemed, Inc. Class A Common Stock (TLMD) in Q1 2022, closing a stake of 21,186 shares — an estimated $27K sold.

Creative Planning first reported a position in TLMD in Q4 2021 and held it in 1 quarter. The position peaked at $27K in Q4 2021. 80 funds tracked by Wall St. Rank hold TLMD as of Q1 2022.

  • Creative Planning reported no remaining SOC Telemed, Inc. Class A Common Stock position as of Q1 2022 after selling out during the quarter.
  • Creative Planning sold 21,186 SOC Telemed, Inc. Class A Common Stock shares in Q1 2022, an estimated $27K.
  • Creative Planning first reported a position in SOC Telemed, Inc. Class A Common Stock in Q4 2021 and held it in 1 quarter.
  • Creative Planning's SOC Telemed, Inc. Class A Common Stock position peaked at $27K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held SOC Telemed, Inc. Class A Common Stock as of Q1 2022.

Based on Creative Planning's 13F filing for Q1 2022, filed 16 May 2022.