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Lighthouse Financial Advisors’s Teladoc Health TDOC Stock Holding History

Lighthouse Financial 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
2021
Q1 		$1.68M Buy
9,239
+1,044
+13% +$242K 0.51% 59
2020
Q4 		$1.64M Buy
8,195
+549
+7% +$112K 0.56% 56
2020
Q3 		$1.68M Buy
+7,646
New +$1.62M 0.64% 50

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return

Lighthouse Financial Advisors's TDOC Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Teladoc Health (TDOC) stake by 13% in Q1 2021, buying an estimated $242K and bringing the position to 9,239 shares worth $1.68M. The position accounts for 0.51% of the portfolio, ranked #59.

Lighthouse Financial Advisors first reported a position in TDOC in Q3 2020 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

  • Lighthouse Financial Advisors held 9,239 shares of Teladoc Health worth $1.68M as of Q1 2021.
  • Lighthouse Financial Advisors bought 1,044 Teladoc Health shares in Q1 2021, an estimated $242K.
  • Teladoc Health made up 0.51% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #59 holding.
  • Lighthouse Financial Advisors first reported a position in Teladoc Health in Q3 2020 and has held it in 3 quarters since.
  • 889 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.