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Independent Financial Group’s Teladoc Health TDOC Stock Holding History

Independent Financial 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
Q4 		– Sell
-3,164
Closed -$401K – 834
2021
Q3 		$401K Sell
3,164
-3,286
-51% -$478K 0.04% 426
2021
Q2 		$1.07M Sell
6,450
-72
-1% -$11.7K 0.11% 199
2021
Q1 		$1.19M Buy
6,522
+1,183
+22% +$274K 0.15% 163
2020
Q4 		$1.07M Buy
5,339
+1,702
+47% +$346K 0.16% 160
2020
Q3 		$797K Buy
3,637
+1,818
+100% +$385K 0.15% 155
2020
Q2 		$347K Buy
+1,819
New +$319K 0.08% 284

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Independent Financial Group's TDOC Position: Q4 2021 in Review

Independent Financial Group sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 3,164 shares — an estimated $401K sold.

Independent Financial Group first reported a position in TDOC in Q2 2020 and held it in 6 quarters. The position peaked at $1.19M in Q1 2021. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Independent Financial Group reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 3,164 Teladoc Health shares in Q4 2021, an estimated $401K.
  • Independent Financial Group first reported a position in Teladoc Health in Q2 2020 and held it in 6 quarters.
  • Independent Financial Group's Teladoc Health position peaked at $1.19M in Q1 2021.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.