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Loring Wolcott & Coolidge Fiduciary Advisors’s Teladoc Health TDOC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-75
Closed -$12K – 920
2021
Q2 		$12K Buy
+75
New +$12.2K ﹤0.01% 608
2021
Q1 		– Sell
-102
Closed -$20K – 656
2020
Q4 		$20K Buy
+102
New +$20.7K ﹤0.01% 508

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 $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $7.07B AUM 50.91% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's TDOC Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 75 shares — an estimated $12K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TDOC in Q4 2020 and held it in 2 quarters. The position peaked at $20K in Q4 2020. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 75 Teladoc Health shares in Q3 2021, an estimated $12K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Teladoc Health in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Teladoc Health position peaked at $20K in Q4 2020.
  • 761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.