Icon Wealth Partners’s Teladoc Health TDOC Stock Holding History

Icon Wealth 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
2021 Q1	–	Sell	-3,704	Closed	-$741K	–	338
2020 Q4	$741K	Buy	3,704 +673	+22%	+$137K	0.12%	139
2020 Q3	$665K	Buy	+3,031	New	+$642K	0.13%	123
2019 Q2	–	Sell	-691	Closed	-$38K	–	694
2019 Q1	$38K	Buy	+691	New	+$42.2K	0.01%	414

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

Icon Wealth Partners's TDOC Position: Q1 2021 in Review

Icon Wealth Partners sold out of Teladoc Health (TDOC) in Q1 2021, closing a stake of 3,704 shares — an estimated $741K sold.

Icon Wealth Partners first reported a position in TDOC in Q1 2019 and held it in 3 quarters. The position peaked at $741K in Q4 2020. 890 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

Icon Wealth Partners reported no remaining Teladoc Health position as of Q1 2021 after selling out during the quarter.
Icon Wealth Partners sold 3,704 Teladoc Health shares in Q1 2021, an estimated $741K.
Icon Wealth Partners first reported a position in Teladoc Health in Q1 2019 and held it in 3 quarters.
Icon Wealth Partners's Teladoc Health position peaked at $741K in Q4 2020.
890 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Icon Wealth Partners's 13F filing for Q1 2021, filed 26 Apr 2021.