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J.W. Cole Advisors’s Teladoc Health TDOC Stock Holding History

J.W. Cole Advisors’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
-2,692
Closed -$247K – 866
2021
Q4 		$247K Sell
2,692
-318
-11% -$38K 0.02% 719
2021
Q3 		$382K Buy
3,010
+434
+17% +$63.2K 0.03% 302
2021
Q2 		$428K Sell
2,576
-161
-6% -$26.1K 0.03% 475
2021
Q1 		$497K Sell
2,737
-300
-10% -$69.6K 0.05% 391
2020
Q4 		$607K Sell
3,037
-4,180
-58% -$850K 0.06% 302
2020
Q3 		$1.58M Buy
+7,217
New +$1.53M 0.12% 182

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 $3.37T AUM 44.26% 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

J.W. Cole Advisors's TDOC Position: Q1 2022 in Review

J.W. Cole Advisors sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 2,692 shares — an estimated $247K sold.

J.W. Cole Advisors first reported a position in TDOC in Q3 2020 and held it in 6 quarters. The position peaked at $1.58M in Q3 2020. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • J.W. Cole Advisors reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 2,692 Teladoc Health shares in Q1 2022, an estimated $247K.
  • J.W. Cole Advisors first reported a position in Teladoc Health in Q3 2020 and held it in 6 quarters.
  • J.W. Cole Advisors's Teladoc Health position peaked at $1.58M in Q3 2020.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on J.W. Cole Advisors's 13F filing for Q1 2022, filed 16 May 2022.