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Titus Wealth Management’s Teladoc Health TDOC Stock Holding History

Titus Wealth Management’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
-1,572
Closed -$261K – 172
2021
Q2 		$261K Sell
1,572
-544
-26% -$88.1K 0.14% 122
2021
Q1 		$385K Buy
2,116
+80
+4% +$18.6K 0.22% 75
2020
Q4 		$407K Buy
2,036
+490
+32% +$99.6K 0.25% 75
2020
Q3 		$339K Buy
+1,546
New +$327K 0.24% 76

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Titus Wealth Management's TDOC Position: Q3 2021 in Review

Titus Wealth Management sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 1,572 shares — an estimated $261K sold.

Titus Wealth Management first reported a position in TDOC in Q3 2020 and held it in 4 quarters. The position peaked at $407K in Q4 2020. 760 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

  • Titus Wealth Management reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
  • Titus Wealth Management sold 1,572 Teladoc Health shares in Q3 2021, an estimated $261K.
  • Titus Wealth Management first reported a position in Teladoc Health in Q3 2020 and held it in 4 quarters.
  • Titus Wealth Management's Teladoc Health position peaked at $407K in Q4 2020.
  • 760 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Titus Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.