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Edge Wealth Management’s Teladoc Health TDOC Stock Holding History

Edge 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
2022
Q1 		– Sell
-1,500
Closed -$138K – 411
2021
Q4 		$138K Buy
1,500
+500
+50% +$59.8K 0.03% 110
2021
Q3 		$127K Hold
1,000
– – 0.02% 113
2021
Q2 		$167K Buy
1,000
+500
+100% +$81K 0.03% 98
2021
Q1 		$91K Hold
500
– – 0.02% 147
2020
Q4 		$99K Buy
+500
New +$102K 0.02% 133

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.75B AUM 33.73% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Edge Wealth Management's TDOC Position: Q1 2022 in Review

Edge Wealth Management sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 1,500 shares — an estimated $138K sold.

Edge Wealth Management first reported a position in TDOC in Q4 2020 and held it in 5 quarters. The position peaked at $167K in Q2 2021. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Edge Wealth Management reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 1,500 Teladoc Health shares in Q1 2022, an estimated $138K.
  • Edge Wealth Management first reported a position in Teladoc Health in Q4 2020 and held it in 5 quarters.
  • Edge Wealth Management's Teladoc Health position peaked at $167K in Q2 2021.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.