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Stephens Inc’s Teladoc Health TDOC Stock Holding History

Stephens Inc’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
2022
Q1 		– Sell
-3,203
Closed -$294K – 1385
2021
Q4 		$294K Sell
3,203
-1,274
-28% -$152K ﹤0.01% 1051
2021
Q3 		$568K Sell
4,477
-824
-16% -$120K 0.01% 824
2021
Q2 		$882K Sell
5,301
-10,946
-67% -$1.77M 0.01% 705
2021
Q1 		$2.95M Sell
16,247
-1,203
-7% -$279K 0.05% 362
2020
Q4 		$3.49M Buy
17,450
+15,427
+763% +$3.14M 0.06% 308
2020
Q3 		$444K Buy
2,023
+435
+27% +$92.1K 0.01% 762
2020
Q2 		$303K Sell
1,588
-835
-34% -$146K 0.01% 834
2020
Q1 		$376K Sell
2,423
-703
-22% -$81.8K 0.01% 718
2019
Q4 		$262K Sell
3,126
-2,687
-46% -$204K 0.01% 920
2019
Q3 		$394K Buy
5,813
+368
+7% +$24.2K 0.01% 822
2019
Q2 		$362K Buy
5,445
+1,033
+23% +$60.2K 0.01% 849
2019
Q1 		$245K Buy
+4,412
New +$269K 0.01% 987

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Stephens Inc's TDOC Position: Q1 2022 in Review

Stephens Inc sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 3,203 shares — an estimated $294K sold.

Stephens Inc first reported a position in TDOC in Q1 2019 and held it in 12 quarters. The position peaked at $3.49M in Q4 2020. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Stephens Inc reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Stephens Inc sold 3,203 Teladoc Health shares in Q1 2022, an estimated $294K.
  • Stephens Inc first reported a position in Teladoc Health in Q1 2019 and held it in 12 quarters.
  • Stephens Inc's Teladoc Health position peaked at $3.49M in Q4 2020.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Stephens Inc's 13F filing for Q1 2022, filed 4 May 2022.