FWM
TDOC icon

Frontier Wealth Management’s Teladoc Health TDOC Stock Holding History

Frontier 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
2021
Q3 		– Sell
-1,457
Closed -$242K – 449
2021
Q2 		$242K Buy
1,457
+340
+30% +$55.1K 0.02% 374
2021
Q1 		$203K Buy
+1,117
New +$259K 0.02% 363

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Frontier Wealth Management's TDOC Position: Q3 2021 in Review

Frontier Wealth Management sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 1,457 shares — an estimated $242K sold.

Frontier Wealth Management first reported a position in TDOC in Q1 2021 and held it in 2 quarters. The position peaked at $242K in Q2 2021. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

  • Frontier Wealth Management reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
  • Frontier Wealth Management sold 1,457 Teladoc Health shares in Q3 2021, an estimated $242K.
  • Frontier Wealth Management first reported a position in Teladoc Health in Q1 2021 and held it in 2 quarters.
  • Frontier Wealth Management's Teladoc Health position peaked at $242K in Q2 2021.
  • 761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Frontier Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.