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Sheaff Brock Investment Advisors’s Teladoc Health TDOC Stock Holding History

Sheaff Brock Investment 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
Q4 		– Sell
-3,645
Closed -$463K – 583
2021
Q3 		$463K Buy
3,645
+95
+3% +$13.8K 0.03% 283
2021
Q2 		$590K Sell
3,550
-14
-0.4% -$2.27K 0.04% 240
2021
Q1 		$647K Buy
3,564
+698
+24% +$162K 0.05% 213
2020
Q4 		$573K Buy
2,866
+967
+51% +$197K 0.05% 215
2020
Q3 		$416K Buy
1,899
+9
+0.5% +$1.91K 0.04% 238
2020
Q2 		$361K Buy
+1,890
New +$331K 0.04% 269

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sheaff Brock Investment Advisors's TDOC Position: Q4 2021 in Review

Sheaff Brock Investment Advisors sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 3,645 shares — an estimated $463K sold.

Sheaff Brock Investment Advisors first reported a position in TDOC in Q2 2020 and held it in 6 quarters. The position peaked at $647K in Q1 2021. 728 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Sheaff Brock Investment Advisors reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 3,645 Teladoc Health shares in Q4 2021, an estimated $463K.
  • Sheaff Brock Investment Advisors first reported a position in Teladoc Health in Q2 2020 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Teladoc Health position peaked at $647K in Q1 2021.
  • 728 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.