Mount Yale Investment Advisors’s Teladoc Health TDOC Stock Holding History

Mount Yale Investment 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 Q2	–	Sell	-4,103	Closed	-$296K	–	493
2022 Q1	$296K	Hold	4,103	–	–	0.03%	370
2021 Q4	$377K	Hold	4,103	–	–	0.04%	329
2021 Q3	$520K	Hold	4,103	–	–	0.06%	277
2021 Q2	$682K	Sell	4,103 -163	-4%	-$26.4K	0.08%	230
2021 Q1	$775K	Sell	4,266 -1,117	-21%	-$259K	0.1%	212
2020 Q4	$1.08M	Buy	+5,383	New	+$1.09M	0.15%	153
2018 Q4	–	Sell	-273	Closed	-$19K	–	724
2018 Q3	$19K	Buy	+273	New	+$19.5K	﹤0.01%	793

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

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

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

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

Mount Yale Investment Advisors's TDOC Position: Q2 2022 in Review

Mount Yale Investment Advisors sold out of Teladoc Health (TDOC) in Q2 2022, closing a stake of 4,103 shares — an estimated $296K sold.

Mount Yale Investment Advisors first reported a position in TDOC in Q3 2018 and held it in 7 quarters. The position peaked at $1.08M in Q4 2020. 550 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

Mount Yale Investment Advisors reported no remaining Teladoc Health position as of Q2 2022 after selling out during the quarter.
Mount Yale Investment Advisors sold 4,103 Teladoc Health shares in Q2 2022, an estimated $296K.
Mount Yale Investment Advisors first reported a position in Teladoc Health in Q3 2018 and held it in 7 quarters.
Mount Yale Investment Advisors's Teladoc Health position peaked at $1.08M in Q4 2020.
550 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.