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Perigon Wealth Management’s Teladoc Health TDOC Stock Holding History

Perigon Wealth Management’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
Q3 		– Sell
-1,455
Closed -$242K – 561
2021
Q2 		$242K Sell
1,455
-31
-2% -$5.02K 0.02% 456
2021
Q1 		$270K Buy
1,486
+102
+7% +$23.7K 0.03% 409
2020
Q4 		$277K Sell
1,384
-335
-19% -$68.1K 0.03% 349
2020
Q3 		$377K Buy
1,719
+89
+5% +$18.8K 0.05% 261
2020
Q2 		$311K Sell
1,630
-130
-7% -$22.8K 0.05% 266
2020
Q1 		$258K Buy
+1,760
New +$205K 0.05% 260

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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 $7.75B AUM 33.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Perigon Wealth Management's TDOC Position: Q3 2021 in Review

Perigon Wealth Management sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 1,455 shares — an estimated $242K sold.

Perigon Wealth Management first reported a position in TDOC in Q1 2020 and held it in 6 quarters. The position peaked at $377K in Q3 2020. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

  • Perigon Wealth Management reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,455 Teladoc Health shares in Q3 2021, an estimated $242K.
  • Perigon Wealth Management first reported a position in Teladoc Health in Q1 2020 and held it in 6 quarters.
  • Perigon Wealth Management's Teladoc Health position peaked at $377K in Q3 2020.
  • 761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Perigon Wealth Management's 13F filing for Q3 2021, filed 25 Oct 2021.