RPWA
TDOC icon

Regent Peak Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-27
Closed -$5K – 882
2020
Q4 		$5K Buy
+27
New +$5.49K ﹤0.01% 679

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
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

Regent Peak Wealth Advisors's TDOC Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Teladoc Health (TDOC) in Q1 2021, closing a stake of 27 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in TDOC in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 889 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Teladoc Health position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 27 Teladoc Health shares in Q1 2021, an estimated $5K.
  • Regent Peak Wealth Advisors first reported a position in Teladoc Health in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Teladoc Health position peaked at $5K in Q4 2020.
  • 889 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.