Private Wealth Partners’s Teladoc Health TDOC Stock Holding History

Private Wealth Partners’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 Q1	–	Sell	-1,600	Closed	-$320K	–	109
2020 Q4	$320K	Hold	1,600	–	–	0.03%	97
2020 Q3	$351K	Hold	1,600	–	–	0.04%	87
2020 Q2	$305K	Hold	1,600	–	–	0.04%	90
2020 Q1	$248K	Buy	+1,600	New	+$186K	0.04%	103

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DVF

Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return

Private Wealth Partners's TDOC Position: Q1 2021 in Review

Private Wealth Partners sold out of Teladoc Health (TDOC) in Q1 2021, closing a stake of 1,600 shares — an estimated $320K sold.

Private Wealth Partners first reported a position in TDOC in Q1 2020 and held it in 4 quarters. The position peaked at $351K in Q3 2020. 889 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

Private Wealth Partners reported no remaining Teladoc Health position as of Q1 2021 after selling out during the quarter.
Private Wealth Partners sold 1,600 Teladoc Health shares in Q1 2021, an estimated $320K.
Private Wealth Partners first reported a position in Teladoc Health in Q1 2020 and held it in 4 quarters.
Private Wealth Partners's Teladoc Health position peaked at $351K in Q3 2020.
889 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Private Wealth Partners's 13F filing for Q1 2021, filed 4 May 2021.