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Dynamic Advisor Solutions’s Teladoc Health TDOC Stock Holding History

Dynamic Advisor Solutions’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
-100
Closed -$3K – 720
2020
Q3 		$3K Hold
100
– – ﹤0.01% 608
2020
Q2 		$2K Buy
+100
New +$17.5K ﹤0.01% 546
2020
Q1 		– Sell
-1,000
Closed -$7K – 595
2019
Q4 		$7K Buy
+1,000
New +$76.1K ﹤0.01% 560

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dynamic Advisor Solutions's TDOC Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 6,071 shares — an estimated $770K sold.

Dynamic Advisor Solutions first reported a position in TDOC in Q2 2019 and held it in 10 quarters. The position peaked at $2.36M in Q2 2020. 728 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Dynamic Advisor Solutions reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 6,071 Teladoc Health shares in Q4 2021, an estimated $770K.
  • Dynamic Advisor Solutions first reported a position in Teladoc Health in Q2 2019 and held it in 10 quarters.
  • Dynamic Advisor Solutions's Teladoc Health position peaked at $2.36M in Q2 2020.
  • 728 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.