Great Valley Advisor Group’s Teladoc Health TDOC Stock Holding History

Great Valley Advisor Group’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	-1,261	Closed	-$217K	–	589
2021 Q2	$217K	Buy	+1,261	New	+$204K	0.02%	509
2021 Q1	–	Sell	-1,449	Closed	-$289K	–	534
2020 Q4	$289K	Sell	1,449 -155	-10%	-$31.5K	0.03%	377
2020 Q3	$355K	Sell	1,604 -404	-20%	-$85.6K	0.04%	301
2020 Q2	$384K	Buy	+2,008	New	+$352K	0.06%	275

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Great Valley Advisor Group's TDOC Position: Q3 2021 in Review

Great Valley Advisor Group sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 1,261 shares — an estimated $217K sold.

Great Valley Advisor Group first reported a position in TDOC in Q2 2020 and held it in 4 quarters. The position peaked at $384K in Q2 2020. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

Great Valley Advisor Group reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
Great Valley Advisor Group sold 1,261 Teladoc Health shares in Q3 2021, an estimated $217K.
Great Valley Advisor Group first reported a position in Teladoc Health in Q2 2020 and held it in 4 quarters.
Great Valley Advisor Group's Teladoc Health position peaked at $384K in Q2 2020.
761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Great Valley Advisor Group's 13F filing for Q3 2021, filed 14 Oct 2021.