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Plante Moran Financial Advisors’s Teladoc Health TDOC Stock Holding History

Plante Moran Financial 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
-35
Closed -$4K – 1099
2021
Q3 		$4K Buy
35
+31
+775% +$4.51K ﹤0.01% 816
2021
Q2 		$1K Sell
4
-1,085
-100% -$176K ﹤0.01% 924
2021
Q1 		$198K Buy
1,089
+1,009
+1,261% +$234K 0.05% 174
2020
Q4 		$16K Sell
80
-120
-60% -$24.4K ﹤0.01% 567
2020
Q3 		$44K Buy
200
+175
+700% +$37.1K 0.02% 345
2020
Q2 		$5K Hold
25
– – ﹤0.01% 605
2020
Q1 		$4K Hold
25
– – ﹤0.01% 605
2019
Q4 		$2K Hold
25
– – ﹤0.01% 701
2019
Q3 		$2K Buy
25
+10
+67% +$658 ﹤0.01% 792
2019
Q2 		$1K Sell
15
-157
-91% -$9.15K ﹤0.01% 764
2019
Q1 		$10K Buy
+172
New +$10.5K ﹤0.01% 558

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Plante Moran Financial Advisors's TDOC Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 35 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in TDOC in Q1 2019 and held it in 11 quarters. The position peaked at $198K in Q1 2021. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 35 Teladoc Health shares in Q4 2021, an estimated $4K.
  • Plante Moran Financial Advisors first reported a position in Teladoc Health in Q1 2019 and held it in 11 quarters.
  • Plante Moran Financial Advisors's Teladoc Health position peaked at $198K in Q1 2021.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.