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Liberty Wealth Management’s Teladoc Health TDOC Stock Holding History

Liberty 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
Q4 		– Sell
-209
Closed -$28K – 998
2021
Q3 		$28K Buy
209
+171
+450% +$24.9K 0.01% 572
2021
Q2 		$6K Buy
38
+25
+192% +$4.05K ﹤0.01% 768
2021
Q1 		$3K Hold
13
– – ﹤0.01% 785
2020
Q4 		$3K Sell
13
-2
-13% -$407 ﹤0.01% 781
2020
Q3 		$3K Buy
+15
New +$3.18K ﹤0.01% 722

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Liberty Wealth Management's TDOC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 209 shares — an estimated $28K sold.

Liberty Wealth Management first reported a position in TDOC in Q3 2020 and held it in 5 quarters. The position peaked at $28K in Q3 2021. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Liberty Wealth Management reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 209 Teladoc Health shares in Q4 2021, an estimated $28K.
  • Liberty Wealth Management first reported a position in Teladoc Health in Q3 2020 and held it in 5 quarters.
  • Liberty Wealth Management's Teladoc Health position peaked at $28K in Q3 2021.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.