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Prestige Wealth Management Group’s Teladoc Health TDOC Stock Holding History

Prestige Wealth Management 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
2021
Q4 		– Sell
-9
Closed -$1K – 1062
2021
Q3 		$1K Buy
+9
New +$1.31K ﹤0.01% 939
2021
Q2 		– Sell
-19
Closed -$4K – 1032
2021
Q1 		$4K Buy
19
+14
+280% +$3.25K ﹤0.01% 684
2020
Q4 		$1K Buy
+5
New +$1.02K ﹤0.01% 893
2020
Q2 		– Sell
-341
Closed -$53K – 956
2020
Q1 		$53K Buy
+341
New +$39.7K 0.02% 177

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 $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Prestige Wealth Management Group's TDOC Position: Q4 2021 in Review

Prestige Wealth Management Group sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 9 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in TDOC in Q1 2020 and held it in 4 quarters. The position peaked at $53K in Q1 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Prestige Wealth Management Group reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 9 Teladoc Health shares in Q4 2021, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Teladoc Health in Q1 2020 and held it in 4 quarters.
  • Prestige Wealth Management Group's Teladoc Health position peaked at $53K in Q1 2020.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Prestige Wealth Management Group's 13F filing for Q4 2021, filed 15 Feb 2022.