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Sterling Financial Planning’s Teladoc Health TDOC Stock Holding History

Sterling Financial Planning’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
-55
Closed -$7K – 360
2021
Q3 		$7K Hold
55
– – ﹤0.01% 347
2021
Q2 		$9K Hold
55
– – 0.01% 312
2021
Q1 		$10K Sell
55
-11
-17% -$2.55K 0.01% 279
2020
Q4 		$13K Buy
+66
New +$13.4K 0.01% 245

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sterling Financial Planning's TDOC Position: Q4 2021 in Review

Sterling Financial Planning sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 55 shares — an estimated $7K sold.

Sterling Financial Planning first reported a position in TDOC in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q4 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • Sterling Financial Planning reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 55 Teladoc Health shares in Q4 2021, an estimated $7K.
  • Sterling Financial Planning first reported a position in Teladoc Health in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Teladoc Health position peaked at $13K in Q4 2020.
  • 729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.