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Juncture Wealth Strategies’s Teladoc Health TDOC Stock Holding History

Juncture Wealth Strategies’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
-3,054
Closed -$280K – 125
2021
Q4 		$280K Sell
3,054
-1,308
-30% -$156K 0.13% 111
2021
Q3 		$553K Sell
4,362
-261
-6% -$38K 0.29% 66
2021
Q2 		$679K Buy
4,623
+640
+16% +$104K 0.39% 57
2021
Q1 		$696K Sell
3,983
-136
-3% -$31.5K 0.44% 51
2020
Q4 		$824K Sell
4,119
-421
-9% -$85.6K 0.52% 42
2020
Q3 		$995K Buy
4,540
+6
+0.1% +$1.27K 0.69% 33
2020
Q2 		$865K Sell
4,534
-2,611
-37% -$458K 0.65% 35
2020
Q1 		$1.11M Sell
7,145
-1,113
-13% -$129K 1.02% 24
2019
Q4 		$691K Sell
8,258
-382
-4% -$29.1K 0.54% 49
2019
Q3 		$585K Buy
8,640
+15
+0.2% +$987 0.51% 49
2019
Q2 		$573K Buy
+8,625
New +$503K 0.46% 58

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

Juncture Wealth Strategies's TDOC Position: Q1 2022 in Review

Juncture Wealth Strategies sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 3,054 shares — an estimated $280K sold.

Juncture Wealth Strategies first reported a position in TDOC in Q2 2019 and held it in 11 quarters. The position peaked at $1.11M in Q1 2020. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Juncture Wealth Strategies reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Juncture Wealth Strategies sold 3,054 Teladoc Health shares in Q1 2022, an estimated $280K.
  • Juncture Wealth Strategies first reported a position in Teladoc Health in Q2 2019 and held it in 11 quarters.
  • Juncture Wealth Strategies's Teladoc Health position peaked at $1.11M in Q1 2020.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Juncture Wealth Strategies's 13F filing for Q1 2022, filed 14 Jul 2022.