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Holistic Financial Partners’s Teladoc Health TDOC Stock Holding History

Holistic Financial Partners’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
Q1 		– Sell
-2,206
Closed -$203K – 132
2021
Q4 		$203K Hold
2,206
– – 0.12% 111
2021
Q3 		$280K Buy
2,206
+335
+18% +$48.8K 0.17% 87
2021
Q2 		$311K Buy
1,871
+343
+22% +$55.6K 0.19% 78
2021
Q1 		$278K Buy
+1,528
New +$354K 0.18% 84

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Holistic Financial Partners's TDOC Position: Q1 2022 in Review

Holistic Financial Partners sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 2,206 shares — an estimated $203K sold.

Holistic Financial Partners first reported a position in TDOC in Q1 2021 and held it in 4 quarters. The position peaked at $311K in Q2 2021. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Holistic Financial Partners reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Holistic Financial Partners sold 2,206 Teladoc Health shares in Q1 2022, an estimated $203K.
  • Holistic Financial Partners first reported a position in Teladoc Health in Q1 2021 and held it in 4 quarters.
  • Holistic Financial Partners's Teladoc Health position peaked at $311K in Q2 2021.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.