LPL Financial
TLMD

LPL Financial’s SOC Telemed, Inc. Class A Common Stock TLMD Stock Holding History

LPL Financial’s Portfolio TLMD Stock Details TLMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-15,201
Closed -$34K – 4508
2021
Q3 		$34K Sell
15,201
-37,185
-71% -$134K ﹤0.01% 4258
2021
Q2 		$298K Buy
52,386
+2,283
+5% +$15.2K ﹤0.01% 3592
2021
Q1 		$315K Buy
50,103
+8,949
+22% +$67.2K ﹤0.01% 3438
2020
Q4 		$323K Buy
41,154
+16,176
+65% +$143K ﹤0.01% 3144
2020
Q3 		$254K Buy
+24,978
New +$258K ﹤0.01% 3021

Other funds holding TLMD

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Courage Capital Management Nashville, Tennessee $70.6M AUM 13.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's TLMD Position: Q4 2021 in Review

LPL Financial sold out of SOC Telemed, Inc. Class A Common Stock (TLMD) in Q4 2021, closing a stake of 15,201 shares — an estimated $34K sold.

LPL Financial first reported a position in TLMD in Q3 2020 and held it in 5 quarters. The position peaked at $323K in Q4 2020. 74 funds tracked by Wall St. Rank hold TLMD as of Q4 2021.

  • LPL Financial reported no remaining SOC Telemed, Inc. Class A Common Stock position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 15,201 SOC Telemed, Inc. Class A Common Stock shares in Q4 2021, an estimated $34K.
  • LPL Financial first reported a position in SOC Telemed, Inc. Class A Common Stock in Q3 2020 and held it in 5 quarters.
  • LPL Financial's SOC Telemed, Inc. Class A Common Stock position peaked at $323K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held SOC Telemed, Inc. Class A Common Stock as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.