Trivium Point Advisory’s Teladoc Health TDOC Stock Holding History

Trivium Point Advisory’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	-1,534	Closed	-$201K	–	261
2021 Q3	$201K	Buy	1,534 +208	+16%	+$30.3K	0.05%	215
2021 Q2	$221K	Buy	+1,326	New	+$215K	0.06%	198
2021 Q1	–	Sell	-886	Closed	-$203K	–	208
2020 Q4	$203K	Buy	+886	New	+$180K	0.06%	174

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

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

BlackRock New York $6.73T AUM 46.02% 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

Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Trivium Point Advisory's TDOC Position: Q4 2021 in Review

Trivium Point Advisory sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 1,534 shares — an estimated $201K sold.

Trivium Point Advisory first reported a position in TDOC in Q4 2020 and held it in 3 quarters. The position peaked at $221K in Q2 2021. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

Trivium Point Advisory reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
Trivium Point Advisory sold 1,534 Teladoc Health shares in Q4 2021, an estimated $201K.
Trivium Point Advisory first reported a position in Teladoc Health in Q4 2020 and held it in 3 quarters.
Trivium Point Advisory's Teladoc Health position peaked at $221K in Q2 2021.
729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Trivium Point Advisory's 13F filing for Q4 2021, filed 10 Feb 2022.