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TRUE Private Wealth Advisors’s Teladoc Health TDOC Stock Holding History

TRUE Private Wealth Advisors’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
2020
Q1 		– Sell
-3
Closed – – 827
2019
Q4 		$0 Buy
+3
New +$228 ﹤0.01% 818
2019
Q3 		– Sell
-3
Closed – – 656
2019
Q2 		$0 Buy
+3
New +$175 ﹤0.01% 807

Other funds holding TDOC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

TRUE Private Wealth Advisors's TDOC Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Teladoc Health (TDOC) in Q1 2020, closing a stake of 3 shares.

TRUE Private Wealth Advisors first reported a position in TDOC in Q2 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 578 funds tracked by Wall St. Rank hold TDOC as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining Teladoc Health position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 3 Teladoc Health shares in Q1 2020.
  • TRUE Private Wealth Advisors first reported a position in Teladoc Health in Q2 2019 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Teladoc Health position peaked at $0 in Q4 2019.
  • 578 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.