JPLA
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Joseph P. Lucia & Associates’s Teladoc Health TDOC Stock Holding History

Joseph P. Lucia & Associates’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
-78
Closed -$10K – 506
2021
Q3 		$10K Buy
78
+4
+5% +$582 0.01% 382
2021
Q2 		$12K Buy
74
+10
+16% +$1.62K 0.01% 371
2021
Q1 		$12K Buy
64
+56
+700% +$13K 0.01% 347
2020
Q4 		$2K Buy
+8
New +$1.63K ﹤0.01% 453

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 $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Joseph P. Lucia & Associates's TDOC Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 78 shares — an estimated $10K sold.

Joseph P. Lucia & Associates first reported a position in TDOC in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q2 2021. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 78 Teladoc Health shares in Q4 2021, an estimated $10K.
  • Joseph P. Lucia & Associates first reported a position in Teladoc Health in Q4 2020 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's Teladoc Health position peaked at $12K in Q2 2021.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.