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GoalVest Advisory’s Teladoc Health TDOC Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-435
Closed -$31K – 521
2022
Q1 		$31K Buy
+435
New +$31.3K 0.02% 177
2021
Q2 		$388K Sell
2,336
-913
-28% -$148K 0.24% 94
2021
Q1 		$591K Buy
+3,249
New +$754K 0.44% 77

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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

GoalVest Advisory's TDOC Position: Q2 2022 in Review

GoalVest Advisory sold out of Teladoc Health (TDOC) in Q2 2022, closing a stake of 435 shares — an estimated $31K sold.

GoalVest Advisory first reported a position in TDOC in Q1 2021 and held it in 3 quarters. The position peaked at $591K in Q1 2021. 551 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

  • GoalVest Advisory reported no remaining Teladoc Health position as of Q2 2022 after selling out during the quarter.
  • GoalVest Advisory sold 435 Teladoc Health shares in Q2 2022, an estimated $31K.
  • GoalVest Advisory first reported a position in Teladoc Health in Q1 2021 and held it in 3 quarters.
  • GoalVest Advisory's Teladoc Health position peaked at $591K in Q1 2021.
  • 551 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on GoalVest Advisory's 13F filing for Q2 2022, filed 6 Jul 2022.