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Polaris Wealth Advisory Group’s Teladoc Health TDOC Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q2 		– Sell
-25,105
Closed -$3.89M – 162
2020
Q1 		$3.89M Buy
+25,105
New +$2.92M 0.42% 50

Other funds holding TDOC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polaris Wealth Advisory Group's TDOC Position: Q2 2020 in Review

Polaris Wealth Advisory Group sold out of Teladoc Health (TDOC) in Q2 2020, closing a stake of 25,105 shares — an estimated $3.89M sold.

Polaris Wealth Advisory Group first reported a position in TDOC in Q1 2020 and held it in 1 quarter. The position peaked at $3.89M in Q1 2020. 669 funds tracked by Wall St. Rank hold TDOC as of Q2 2020.

  • Polaris Wealth Advisory Group reported no remaining Teladoc Health position as of Q2 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 25,105 Teladoc Health shares in Q2 2020, an estimated $3.89M.
  • Polaris Wealth Advisory Group first reported a position in Teladoc Health in Q1 2020 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Teladoc Health position peaked at $3.89M in Q1 2020.
  • 669 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2020, filed 13 Jul 2020.