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ProVise Management Group’s Teladoc Health TDOC Stock Holding History

ProVise 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
Q2 		– Sell
-2,134
Closed -$388K – 395
2021
Q1 		$388K Buy
2,134
+15
+0.7% +$3.48K 0.04% 241
2020
Q4 		$424K Sell
2,119
-166
-7% -$33.8K 0.05% 222
2020
Q3 		$501K Sell
2,285
-39
-2% -$8.26K 0.07% 196
2020
Q2 		$444K Sell
2,324
-910
-28% -$159K 0.06% 191
2020
Q1 		$501K Buy
+3,234
New +$376K 0.08% 173

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ProVise Management Group's TDOC Position: Q2 2021 in Review

ProVise Management Group sold out of Teladoc Health (TDOC) in Q2 2021, closing a stake of 2,134 shares — an estimated $388K sold.

ProVise Management Group first reported a position in TDOC in Q1 2020 and held it in 5 quarters. The position peaked at $501K in Q3 2020. 829 funds tracked by Wall St. Rank hold TDOC as of Q2 2021.

  • ProVise Management Group reported no remaining Teladoc Health position as of Q2 2021 after selling out during the quarter.
  • ProVise Management Group sold 2,134 Teladoc Health shares in Q2 2021, an estimated $388K.
  • ProVise Management Group first reported a position in Teladoc Health in Q1 2020 and held it in 5 quarters.
  • ProVise Management Group's Teladoc Health position peaked at $501K in Q3 2020.
  • 829 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2021.

Based on ProVise Management Group's 13F filing for Q2 2021, filed 6 Aug 2021.