NFG
TDOC icon

Next Financial Group’s Teladoc Health TDOC Stock Holding History

Next Financial Group’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 		$280K Buy
3,049
+414
+16% +$49.5K 0.02% 758
2021
Q3 		$334K Buy
2,635
+14
+0.5% +$2.04K 0.03% 622
2021
Q2 		$436K Buy
2,621
+1,058
+68% +$171K 0.03% 525
2021
Q1 		$284K Sell
1,563
-481
-24% -$112K 0.03% 645
2020
Q4 		$409K Buy
2,044
+486
+31% +$98.8K 0.04% 450
2020
Q3 		$341K Sell
1,558
-228
-13% -$48.3K 0.04% 462
2020
Q2 		$341K Buy
1,786
+284
+19% +$49.8K 0.04% 379
2020
Q1 		$233K Sell
1,502
-235
-14% -$27.3K 0.03% 488
2019
Q4 		$145K Buy
1,737
+194
+13% +$14.8K 0.02% 810
2019
Q3 		$104K Buy
1,543
+229
+17% +$15.1K 0.01% 896
2019
Q2 		$87K Buy
1,314
+107
+9% +$6.24K 0.01% 963
2019
Q1 		$67K Buy
+1,207
New +$73.7K 0.02% 652

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Next Financial Group's TDOC Position: Q4 2021 in Review

Next Financial Group increased its Teladoc Health (TDOC) stake by 16% in Q4 2021, buying an estimated $49.5K and bringing the position to 3,049 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #758.

Next Financial Group first reported a position in TDOC in Q1 2019 and has held it in 12 quarters since. The position peaked at $436K in Q2 2021. 728 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Next Financial Group held 3,049 shares of Teladoc Health worth $280K as of Q4 2021.
  • Next Financial Group bought 414 Teladoc Health shares in Q4 2021, an estimated $49.5K.
  • Teladoc Health made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #758 holding.
  • Next Financial Group first reported a position in Teladoc Health in Q1 2019 and has held it in 12 quarters since.
  • Next Financial Group's Teladoc Health position peaked at $436K in Q2 2021.
  • 728 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.