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Personal CFO Solutions’s Teladoc Health TDOC Stock Holding History

Personal CFO Solutions’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
Q1 		– Sell
-2,536
Closed -$233K – 512
2021
Q4 		$233K Buy
2,536
+5
+0.2% +$598 0.04% 402
2021
Q3 		$321K Buy
2,531
+110
+5% +$16K 0.07% 271
2021
Q2 		$403K Buy
2,421
+1,146
+90% +$186K 0.08% 222
2021
Q1 		$232K Sell
1,275
-37
-3% -$8.58K 0.05% 345
2020
Q4 		$262K Buy
1,312
+76
+6% +$15.5K 0.06% 275
2020
Q3 		$0 Buy
1,236
+133
+12% +$28.2K ﹤0.01% 311
2020
Q2 		$210K Buy
+1,103
New +$193K 0.06% 281

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Personal CFO Solutions's TDOC Position: Q1 2022 in Review

Personal CFO Solutions sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 2,536 shares — an estimated $233K sold.

Personal CFO Solutions first reported a position in TDOC in Q2 2020 and held it in 7 quarters. The position peaked at $403K in Q2 2021. 679 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Personal CFO Solutions reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 2,536 Teladoc Health shares in Q1 2022, an estimated $233K.
  • Personal CFO Solutions first reported a position in Teladoc Health in Q2 2020 and held it in 7 quarters.
  • Personal CFO Solutions's Teladoc Health position peaked at $403K in Q2 2021.
  • 679 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Personal CFO Solutions's 13F filing for Q1 2022, filed 2 May 2022.