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Evolution Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Evolution Wealth Advisors’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
-32
Closed -$7K – 631
2020
Q3 		$7K Sell
32
-46
-59% -$9.74K ﹤0.01% 402
2020
Q2 		$15K Hold
78
– – ﹤0.01% 237
2020
Q1 		$12K Sell
78
-117
-60% -$13.6K ﹤0.01% 197
2019
Q4 		$16K Buy
195
+170
+680% +$12.9K ﹤0.01% 250
2019
Q3 		$2K Sell
25
-283
-92% -$18.6K ﹤0.01% 439
2019
Q2 		$20K Buy
+308
New +$18K 0.01% 128

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $846B AUM 46.74% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Evolution Wealth Advisors's TDOC Position: Q4 2020 in Review

Evolution Wealth Advisors sold out of Teladoc Health (TDOC) in Q4 2020, closing a stake of 32 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in TDOC in Q2 2019 and held it in 6 quarters. The position peaked at $20K in Q2 2019. 901 funds tracked by Wall St. Rank hold TDOC as of Q4 2020.

  • Evolution Wealth Advisors reported no remaining Teladoc Health position as of Q4 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 32 Teladoc Health shares in Q4 2020, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in Teladoc Health in Q2 2019 and held it in 6 quarters.
  • Evolution Wealth Advisors's Teladoc Health position peaked at $20K in Q2 2019.
  • 901 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2020.

Based on Evolution Wealth Advisors's 13F filing for Q4 2020, filed 2 Feb 2021.