IAM Advisory’s Teladoc Health TDOC Stock Holding History

IAM 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
2021 Q1	–	Sell	-4,346	Closed	-$1.18M	–	71
2020 Q4	$1.18M	Buy	+4,346	New	+$884K	0.59%	21

Other funds holding TDOC

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

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

IAM Advisory's TDOC Position: Q1 2021 in Review

IAM Advisory sold out of Teladoc Health (TDOC) in Q1 2021, closing a stake of 4,346 shares — an estimated $1.18M sold.

IAM Advisory first reported a position in TDOC in Q4 2020 and held it in 1 quarter. The position peaked at $1.18M in Q4 2020. 890 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

IAM Advisory reported no remaining Teladoc Health position as of Q1 2021 after selling out during the quarter.
IAM Advisory sold 4,346 Teladoc Health shares in Q1 2021, an estimated $1.18M.
IAM Advisory first reported a position in Teladoc Health in Q4 2020 and held it in 1 quarter.
IAM Advisory's Teladoc Health position peaked at $1.18M in Q4 2020.
890 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on IAM Advisory's 13F filing for Q1 2021, filed 10 May 2021.