Patriot Financial Group Insurance Agency’s Teladoc Health TDOC Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-121	Closed	-$4K	–	1797
2022 Q2	$4K	Sell	121 -382	-76%	-$16.2K	﹤0.01%	1582
2022 Q1	$36K	Buy	503 +99	+25%	+$7.13K	0.01%	886
2021 Q4	$37K	Sell	404 -3,263	-89%	-$390K	0.01%	990
2021 Q3	$465K	Buy	3,667 +490	+15%	+$71.3K	0.08%	250
2021 Q2	$528K	Buy	3,177 +374	+13%	+$60.6K	0.1%	217
2021 Q1	$509K	Sell	2,803 -25	-0.9%	-$5.8K	0.12%	186
2020 Q4	$565K	Buy	+2,828	New	+$575K	0.14%	158

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 $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's TDOC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Teladoc Health (TDOC) in Q3 2022, closing a stake of 121 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in TDOC in Q4 2020 and held it in 7 quarters. The position peaked at $565K in Q4 2020. 483 funds tracked by Wall St. Rank hold TDOC as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Teladoc Health position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 121 Teladoc Health shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Teladoc Health in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Teladoc Health position peaked at $565K in Q4 2020.
483 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.