Ropes Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Ropes 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	-800	Closed	-$160K	–	727
2020 Q4	$160K	Hold	800	–	–	0.02%	248
2020 Q3	$175K	Hold	800	–	–	0.03%	214
2020 Q2	$153K	Hold	800	–	–	0.03%	213
2020 Q1	$124K	Hold	800	–	–	0.03%	214
2019 Q4	$67K	Hold	800	–	–	0.01%	311
2019 Q3	$54K	Hold	800	–	–	0.01%	332
2019 Q2	$53K	Hold	800	–	–	0.01%	331
2019 Q1	$44K	Buy	+800	New	+$48.8K	0.01%	348

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

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DVF

Discovery Value Fund Singapore $39.8M AUM 27.89% 1-Year Est. Return

Ropes Wealth Advisors's TDOC Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Teladoc Health (TDOC) in Q1 2021, closing a stake of 800 shares — an estimated $160K sold.

Ropes Wealth Advisors first reported a position in TDOC in Q1 2019 and held it in 8 quarters. The position peaked at $175K in Q3 2020. 890 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

Ropes Wealth Advisors reported no remaining Teladoc Health position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 800 Teladoc Health shares in Q1 2021, an estimated $160K.
Ropes Wealth Advisors first reported a position in Teladoc Health in Q1 2019 and held it in 8 quarters.
Ropes Wealth Advisors's Teladoc Health position peaked at $175K in Q3 2020.
890 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.