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OneDigital Investment Advisors’s Teladoc Health TDOC Stock Holding History

OneDigital 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
2021
Q4 		– Sell
-2,257
Closed -$286K – 831
2021
Q3 		$286K Sell
2,257
-1,291
-36% -$188K 0.01% 588
2021
Q2 		$590K Sell
3,548
-9,008
-72% -$1.46M 0.02% 366
2021
Q1 		$2.28M Sell
12,556
-1,818
-13% -$422K 0.11% 133
2020
Q4 		$2.87M Buy
14,374
+3,567
+33% +$725K 0.15% 97
2020
Q3 		$2.37M Buy
10,807
+354
+3% +$75K 0.16% 104
2020
Q2 		$2M Buy
10,453
+1,571
+18% +$275K 0.14% 132
2020
Q1 		$1.38M Buy
8,882
+1,004
+13% +$117K 0.12% 159
2019
Q4 		$660K Sell
7,878
-1,193
-13% -$90.8K 0.05% 248
2019
Q3 		$614K Sell
9,071
-5,645
-38% -$372K 0.06% 233
2019
Q2 		$978K Buy
14,716
+9,558
+185% +$557K 0.08% 154
2019
Q1 		$287K Buy
5,158
+765
+17% +$46.7K 0.04% 236
2018
Q4 		$218K Buy
+4,393
New +$269K 0.04% 248
2018
Q3 		– Sell
-2,798
Closed -$162K – 1227
2018
Q2 		$162K Buy
2,798
+494
+21% +$24.1K 0.03% 250
2018
Q1 		$93K Hold
2,304
– – 0.02% 364
2017
Q4 		$80K Hold
2,304
– – 0.01% 395
2017
Q3 		$76K Hold
2,304
– – 0.03% 286
2017
Q2 		$80K Buy
+2,304
New +$67.1K 0.02% 365

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 $175B AUM 40.63% 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

OneDigital Investment Advisors's TDOC Position: Q4 2021 in Review

OneDigital Investment Advisors sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 2,257 shares — an estimated $286K sold.

OneDigital Investment Advisors first reported a position in TDOC in Q2 2017 and held it in 17 quarters. The position peaked at $2.87M in Q4 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • OneDigital Investment Advisors reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,257 Teladoc Health shares in Q4 2021, an estimated $286K.
  • OneDigital Investment Advisors first reported a position in Teladoc Health in Q2 2017 and held it in 17 quarters.
  • OneDigital Investment Advisors's Teladoc Health position peaked at $2.87M in Q4 2020.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on OneDigital Investment Advisors's 13F filing for Q4 2021, filed 23 Feb 2022.