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Stonebridge Financial Planning Group’s Teladoc Health TDOC Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-60
Closed -$4K – 338
2021
Q4 		$4K Hold
60
– – ﹤0.01% 379
2021
Q3 		$9K Sell
60
-380
-86% -$55.3K ﹤0.01% 352
2021
Q2 		$69K Sell
440
-300
-41% -$48.6K 0.04% 184
2021
Q1 		$135K Sell
740
-100
-12% -$23.2K 0.08% 135
2020
Q4 		$168K Buy
840
+100
+14% +$20.3K 0.11% 117
2020
Q3 		$164K Buy
740
+580
+363% +$123K 0.12% 103
2020
Q2 		$33K Hold
160
– – 0.03% 211
2020
Q1 		$22K Buy
160
+100
+167% +$11.6K 0.02% 237
2019
Q4 		$5K Buy
+60
New +$4.57K ﹤0.01% 328

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

Stonebridge Financial Planning Group's TDOC Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 60 shares — an estimated $4K sold.

Stonebridge Financial Planning Group first reported a position in TDOC in Q4 2019 and held it in 9 quarters. The position peaked at $168K in Q4 2020. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 60 Teladoc Health shares in Q1 2022, an estimated $4K.
  • Stonebridge Financial Planning Group first reported a position in Teladoc Health in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Teladoc Health position peaked at $168K in Q4 2020.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.