HighPoint Advisor Group’s Teladoc Health TDOC Stock Holding History

HighPoint 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	$486K	Sell	3,836 -2,108	-35%	-$307K	0.05%	314
2021 Q2	$988K	Sell	5,944 -1,070	-15%	-$173K	0.1%	170
2021 Q1	$1.27M	Buy	7,014 +995	+17%	+$231K	0.15%	121
2020 Q4	$1.74M	Sell	6,019 -4,557	-43%	-$927K	0.21%	95
2020 Q3	$2.21M	Buy	10,576 +3,046	+40%	+$645K	0.4%	60
2020 Q2	$1.5M	Buy	7,530 +5,016	+200%	+$879K	0.32%	70
2020 Q1	$486K	Buy	+2,514	New	+$292K	0.12%	150

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $7.07B AUM 50.91% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

HighPoint Advisor Group's TDOC Position: Q3 2021 in Review

HighPoint Advisor Group reduced its Teladoc Health (TDOC) stake by 35% in Q3 2021, selling an estimated $307K and leaving 3,836 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #314.

HighPoint Advisor Group first reported a position in TDOC in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.21M in Q3 2020. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

HighPoint Advisor Group held 3,836 shares of Teladoc Health worth $486K as of Q3 2021.
HighPoint Advisor Group sold 2,108 Teladoc Health shares in Q3 2021, an estimated $307K.
Teladoc Health made up 0.05% of HighPoint Advisor Group's portfolio in Q3 2021, its #314 holding.
HighPoint Advisor Group first reported a position in Teladoc Health in Q1 2020 and has held it in 7 quarters since.
HighPoint Advisor Group's Teladoc Health position peaked at $2.21M in Q3 2020.
761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on HighPoint Advisor Group's 13F filing for Q3 2021, filed 15 Nov 2021.