Lake Street Private Wealth’s Teladoc Health TDOC Stock Holding History

Lake Street Private Wealth’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	-12,523	Closed	-$1.15M	–	358
2021 Q4	$1.15M	Buy	12,523 +1,374	+12%	+$164K	0.2%	116
2021 Q3	$1.41M	Buy	11,149 +1,184	+12%	+$172K	0.34%	80
2021 Q2	$1.64M	Buy	9,965 +648	+7%	+$105K	0.42%	71
2021 Q1	$1.69M	Buy	9,317 +1,319	+16%	+$306K	0.47%	61
2020 Q4	$1.6M	Buy	7,998 +4,435	+124%	+$902K	0.46%	63
2020 Q3	$781K	Buy	+3,563	New	+$755K	0.26%	90

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Lake Street Private Wealth's TDOC Position: Q1 2022 in Review

Lake Street Private Wealth sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 12,523 shares — an estimated $1.15M sold.

Lake Street Private Wealth first reported a position in TDOC in Q3 2020 and held it in 6 quarters. The position peaked at $1.69M in Q1 2021. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

Lake Street Private Wealth reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
Lake Street Private Wealth sold 12,523 Teladoc Health shares in Q1 2022, an estimated $1.15M.
Lake Street Private Wealth first reported a position in Teladoc Health in Q3 2020 and held it in 6 quarters.
Lake Street Private Wealth's Teladoc Health position peaked at $1.69M in Q1 2021.
680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Lake Street Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.