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Engrave Wealth Partners’s Teladoc Health TDOC Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-66
Closed -$12K – 383
2020
Q2 		$12K Buy
66
+36
+120% +$6.31K 0.01% 232
2020
Q1 		$4K Buy
+30
New +$3.49K ﹤0.01% 299

Other funds holding TDOC

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return

Engrave Wealth Partners's TDOC Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Teladoc Health (TDOC) in Q3 2020, closing a stake of 66 shares — an estimated $12K sold.

Engrave Wealth Partners first reported a position in TDOC in Q1 2020 and held it in 2 quarters. The position peaked at $12K in Q2 2020. 743 funds tracked by Wall St. Rank hold TDOC as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Teladoc Health position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 66 Teladoc Health shares in Q3 2020, an estimated $12K.
  • Engrave Wealth Partners first reported a position in Teladoc Health in Q1 2020 and held it in 2 quarters.
  • Engrave Wealth Partners's Teladoc Health position peaked at $12K in Q2 2020.
  • 743 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.