Lenox Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Lenox Wealth Advisors’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	-130	Closed	-$12K	–	976
2021 Q4	$12K	Hold	130	–	–	﹤0.01%	489
2021 Q3	$16K	Hold	130	–	–	﹤0.01%	400
2021 Q2	$22K	Hold	130	–	–	﹤0.01%	343
2021 Q1	$24K	Hold	130	–	–	﹤0.01%	288
2020 Q4	$26K	Hold	130	–	–	﹤0.01%	275
2020 Q3	$29K	Hold	130	–	–	﹤0.01%	233
2020 Q2	$25K	Hold	130	–	–	﹤0.01%	258
2020 Q1	$20K	Hold	130	–	–	﹤0.01%	264
2019 Q4	$11K	Hold	130	–	–	﹤0.01%	407
2019 Q3	$9K	Buy	+130	New	+$8.56K	﹤0.01%	371

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Lenox Wealth Advisors's TDOC Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 130 shares — an estimated $12K sold.

Lenox Wealth Advisors first reported a position in TDOC in Q3 2019 and held it in 10 quarters. The position peaked at $29K in Q3 2020. 679 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

Lenox Wealth Advisors reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 130 Teladoc Health shares in Q1 2022, an estimated $12K.
Lenox Wealth Advisors first reported a position in Teladoc Health in Q3 2019 and held it in 10 quarters.
Lenox Wealth Advisors's Teladoc Health position peaked at $29K in Q3 2020.
679 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.