RMR Wealth Builders’s Teladoc Health TDOC Stock Holding History

RMR Wealth Builders’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	-423	Closed	-$77K	–	649
2021 Q1	$77K	Buy	423 +305	+258%	+$70.7K	0.02%	304
2020 Q4	$24K	Buy	+118	New	+$24K	0.01%	336
2020 Q3	–	Sell	-75	Closed	-$14K	–	440
2020 Q2	$14K	Buy	+75	New	+$13.1K	0.01%	331

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

RMR Wealth Builders's TDOC Position: Q2 2021 in Review

RMR Wealth Builders sold out of Teladoc Health (TDOC) in Q2 2021, closing a stake of 423 shares — an estimated $77K sold.

RMR Wealth Builders first reported a position in TDOC in Q2 2020 and held it in 3 quarters. The position peaked at $77K in Q1 2021. 829 funds tracked by Wall St. Rank hold TDOC as of Q2 2021.

RMR Wealth Builders reported no remaining Teladoc Health position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 423 Teladoc Health shares in Q2 2021, an estimated $77K.
RMR Wealth Builders first reported a position in Teladoc Health in Q2 2020 and held it in 3 quarters.
RMR Wealth Builders's Teladoc Health position peaked at $77K in Q1 2021.
829 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.