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Laird Norton Wetherby Wealth Management’s Teladoc Health TDOC Stock Holding History

Laird Norton Wetherby Wealth 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
-1,000
Closed -$200K – 889
2020
Q4 		$200K Buy
+1,000
New +$203K 0.01% 828

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's TDOC Position: Q4 2021 in Review

Laird Norton Wetherby Wealth Management sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 12,724 shares — an estimated $1.61M sold.

Laird Norton Wetherby Wealth Management first reported a position in TDOC in Q3 2020 and held it in 5 quarters. The position peaked at $2.63M in Q4 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Laird Norton Wetherby Wealth Management reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 12,724 Teladoc Health shares in Q4 2021, an estimated $1.61M.
  • Laird Norton Wetherby Wealth Management first reported a position in Teladoc Health in Q3 2020 and held it in 5 quarters.
  • Laird Norton Wetherby Wealth Management's Teladoc Health position peaked at $2.63M in Q4 2020.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.