StrongBox Wealth’s Teladoc Health TDOC Stock Holding History

StrongBox Wealth’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 Q3	–	Sell	-1,483	Closed	-$247K	–	103
2021 Q2	$247K	Sell	1,483 -1,823	-55%	-$295K	0.14%	91
2021 Q1	$601K	Buy	3,306 +911	+38%	+$211K	0.37%	57
2020 Q4	$479K	Buy	+2,395	New	+$487K	0.31%	58

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

StrongBox Wealth's TDOC Position: Q3 2021 in Review

StrongBox Wealth sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 1,483 shares — an estimated $247K sold.

StrongBox Wealth first reported a position in TDOC in Q4 2020 and held it in 3 quarters. The position peaked at $601K in Q1 2021. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

StrongBox Wealth reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
StrongBox Wealth sold 1,483 Teladoc Health shares in Q3 2021, an estimated $247K.
StrongBox Wealth first reported a position in Teladoc Health in Q4 2020 and held it in 3 quarters.
StrongBox Wealth's Teladoc Health position peaked at $601K in Q1 2021.
761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on StrongBox Wealth's 13F filing for Q3 2021, filed 12 Nov 2021.