Harvest Group Wealth Management’s Teladoc Health TDOC Stock Holding History

Harvest Group 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 Q1	–	Sell	-5	Closed	-$1K	–	637
2020 Q4	$1K	Sell	5 -30	-86%	-$6.1K	﹤0.01%	558
2020 Q3	$8K	Hold	35	–	–	0.01%	239
2020 Q2	$6K	Buy	35 +30	+600%	+$5.26K	0.01%	242
2020 Q1	$0	Sell	5 -71	-93%	-$8.26K	﹤0.01%	973
2019 Q4	$6K	Sell	76 -31	-29%	-$2.36K	0.01%	335
2019 Q3	$7K	Sell	107 -22	-17%	-$1.45K	0.01%	325
2019 Q2	$8K	Sell	129 -24	-16%	-$1.4K	0.01%	259
2019 Q1	$9K	Buy	+153	New	+$9.34K	0.01%	265

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DVF

Discovery Value Fund Singapore $39.8M AUM 27.89% 1-Year Est. Return

Harvest Group Wealth Management's TDOC Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Teladoc Health (TDOC) in Q1 2021, closing a stake of 5 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in TDOC in Q1 2019 and held it in 8 quarters. The position peaked at $9K in Q1 2019. 890 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

Harvest Group Wealth Management reported no remaining Teladoc Health position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 5 Teladoc Health shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Teladoc Health in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Teladoc Health position peaked at $9K in Q1 2019.
890 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.