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Exencial Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Exencial 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
2022
Q1 		– Sell
-4,904
Closed -$450K – 495
2021
Q4 		$450K Sell
4,904
-751
-13% -$89.8K 0.02% 329
2021
Q3 		$717K Sell
5,655
-456
-7% -$66.4K 0.03% 214
2021
Q2 		$1.02M Buy
6,111
+787
+15% +$128K 0.05% 228
2021
Q1 		$967K Buy
5,324
+2,391
+82% +$555K 0.06% 221
2020
Q4 		$586K Buy
2,933
+852
+41% +$173K 0.04% 231
2020
Q3 		$456K Buy
+2,081
New +$441K 0.02% 269

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 $3.38T AUM 44.17% 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

Exencial Wealth Advisors's TDOC Position: Q1 2022 in Review

Exencial Wealth Advisors sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 4,904 shares — an estimated $450K sold.

Exencial Wealth Advisors first reported a position in TDOC in Q3 2020 and held it in 6 quarters. The position peaked at $1.02M in Q2 2021. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Exencial Wealth Advisors reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Exencial Wealth Advisors sold 4,904 Teladoc Health shares in Q1 2022, an estimated $450K.
  • Exencial Wealth Advisors first reported a position in Teladoc Health in Q3 2020 and held it in 6 quarters.
  • Exencial Wealth Advisors's Teladoc Health position peaked at $1.02M in Q2 2021.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Exencial Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.