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Strategic Wealth Partners’s Teladoc Health TDOC Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-70
Closed -$4 – 460
2019
Q3 		$4 Buy
+70
New +$4.61K ﹤0.01% 666

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Baillie Gifford & Co
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Strategic Wealth Partners's TDOC Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Teladoc Health (TDOC) in Q4 2019, closing a stake of 70 shares — an estimated $4 sold.

Strategic Wealth Partners first reported a position in TDOC in Q3 2019 and held it in 1 quarter. The position peaked at $4 in Q3 2019. 421 funds tracked by Wall St. Rank hold TDOC as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Teladoc Health position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 70 Teladoc Health shares in Q4 2019, an estimated $4.
  • Strategic Wealth Partners first reported a position in Teladoc Health in Q3 2019 and held it in 1 quarter.
  • Strategic Wealth Partners's Teladoc Health position peaked at $4 in Q3 2019.
  • 421 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.