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CSat Investment Advisory’s Teladoc Health TDOC Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-243
Closed -$53K – 914
2020
Q3 		$53K Buy
243
+21
+9% +$4.45K ﹤0.01% 661
2020
Q2 		$42K Buy
+222
New +$38.9K 0.01% 695
2019
Q4 		– Sell
-2,107
Closed -$143K – 1085
2019
Q3 		$143K Buy
2,107
+387
+23% +$25.5K 0.05% 258
2019
Q2 		$114K Buy
+1,720
New +$100K 0.04% 278

Other funds holding TDOC

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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $7.07B AUM 50.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CSat Investment Advisory's TDOC Position: Q4 2020 in Review

CSat Investment Advisory sold out of Teladoc Health (TDOC) in Q4 2020, closing a stake of 243 shares — an estimated $53K sold.

CSat Investment Advisory first reported a position in TDOC in Q2 2019 and held it in 4 quarters. The position peaked at $143K in Q3 2019. 901 funds tracked by Wall St. Rank hold TDOC as of Q4 2020.

  • CSat Investment Advisory reported no remaining Teladoc Health position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 243 Teladoc Health shares in Q4 2020, an estimated $53K.
  • CSat Investment Advisory first reported a position in Teladoc Health in Q2 2019 and held it in 4 quarters.
  • CSat Investment Advisory's Teladoc Health position peaked at $143K in Q3 2019.
  • 901 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.