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Lake Point Wealth Management’s Teladoc Health TDOC Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-23
Closed -$1K – 850
2018
Q4 		$1K Buy
+23
New +$1.41K ﹤0.01% 781

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Lake Point Wealth Management's TDOC Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Teladoc Health (TDOC) in Q1 2019, closing a stake of 23 shares — an estimated $1K sold.

Lake Point Wealth Management first reported a position in TDOC in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 364 funds tracked by Wall St. Rank hold TDOC as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Teladoc Health position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 23 Teladoc Health shares in Q1 2019, an estimated $1K.
  • Lake Point Wealth Management first reported a position in Teladoc Health in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Teladoc Health position peaked at $1K in Q4 2018.
  • 364 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.