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Safeguard Investment Advisory Group’s Teladoc Health TDOC Stock Holding History

Safeguard Investment Advisory 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
Q1 		– Sell
-95
Closed -$18K – 640
2020
Q4 		$18K Buy
+95
New +$19.3K 0.02% 323

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

Safeguard Investment Advisory Group's TDOC Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Teladoc Health (TDOC) in Q1 2021, closing a stake of 95 shares — an estimated $18K sold.

Safeguard Investment Advisory Group first reported a position in TDOC in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 890 funds tracked by Wall St. Rank hold TDOC as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Teladoc Health position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 95 Teladoc Health shares in Q1 2021, an estimated $18K.
  • Safeguard Investment Advisory Group first reported a position in Teladoc Health in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Teladoc Health position peaked at $18K in Q4 2020.
  • 890 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.