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Spectrum Planning & Advisory Services’s Teladoc Health TDOC Stock Holding History

Spectrum Planning & Advisory Services’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
-1,113
Closed -$202K – 50
2021
Q1 		$202K Hold
1,113
– – 0.21% 46
2020
Q4 		$223K Buy
+1,113
New +$226K 0.24% 40

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Spectrum Planning & Advisory Services's TDOC Position: Q2 2021 in Review

Spectrum Planning & Advisory Services sold out of Teladoc Health (TDOC) in Q2 2021, closing a stake of 1,113 shares — an estimated $202K sold.

Spectrum Planning & Advisory Services first reported a position in TDOC in Q4 2020 and held it in 2 quarters. The position peaked at $223K in Q4 2020. 829 funds tracked by Wall St. Rank hold TDOC as of Q2 2021.

  • Spectrum Planning & Advisory Services reported no remaining Teladoc Health position as of Q2 2021 after selling out during the quarter.
  • Spectrum Planning & Advisory Services sold 1,113 Teladoc Health shares in Q2 2021, an estimated $202K.
  • Spectrum Planning & Advisory Services first reported a position in Teladoc Health in Q4 2020 and held it in 2 quarters.
  • Spectrum Planning & Advisory Services's Teladoc Health position peaked at $223K in Q4 2020.
  • 829 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2021.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2021, filed 19 Jul 2021.