Kings Point Capital Management’s Teladoc Health TDOC Stock Holding History

Kings Point Capital Management’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	-80	Closed	-$16K	–	565
2020 Q4	$16K	Sell	80 -9	-10%	-$1.83K	﹤0.01%	442
2020 Q3	$20K	Buy	89 +9	+11%	+$1.91K	﹤0.01%	416
2020 Q2	$15K	Hold	80	–	–	﹤0.01%	402
2020 Q1	$12K	Buy	+80	New	+$9.31K	﹤0.01%	429

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DVF

Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return

Kings Point Capital Management's TDOC Position: Q1 2021 in Review

Kings Point Capital Management sold out of Teladoc Health (TDOC) in Q1 2021, closing a stake of 80 shares — an estimated $16K sold.

Kings Point Capital Management first reported a position in TDOC in Q1 2020 and held it in 4 quarters. The position peaked at $20K in Q3 2020. 889 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

Kings Point Capital Management reported no remaining Teladoc Health position as of Q1 2021 after selling out during the quarter.
Kings Point Capital Management sold 80 Teladoc Health shares in Q1 2021, an estimated $16K.
Kings Point Capital Management first reported a position in Teladoc Health in Q1 2020 and held it in 4 quarters.
Kings Point Capital Management's Teladoc Health position peaked at $20K in Q3 2020.
889 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Kings Point Capital Management's 13F filing for Q1 2021, filed 14 May 2021.