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First Personal Financial Services’s Teladoc Health TDOC Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-68
Closed -$5K – 733
2019
Q2 		$5K Buy
68
+41
+152% +$2.39K ﹤0.01% 599
2019
Q1 		$2K Hold
27
– – ﹤0.01% 659
2018
Q4 		$1K Buy
+27
New +$1.65K ﹤0.01% 646

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Personal Financial Services's TDOC Position: Q3 2019 in Review

First Personal Financial Services sold out of Teladoc Health (TDOC) in Q3 2019, closing a stake of 68 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in TDOC in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 378 funds tracked by Wall St. Rank hold TDOC as of Q3 2019.

  • First Personal Financial Services reported no remaining Teladoc Health position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 68 Teladoc Health shares in Q3 2019, an estimated $5K.
  • First Personal Financial Services first reported a position in Teladoc Health in Q4 2018 and held it in 3 quarters.
  • First Personal Financial Services's Teladoc Health position peaked at $5K in Q2 2019.
  • 378 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.