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United Asset Strategies’s Teladoc Health TDOC Stock Holding History

United Asset Strategies’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
-3,478
Closed -$441K – 228
2021
Q3 		$441K Buy
3,478
+469
+16% +$68.3K 0.06% 153
2021
Q2 		$500K Buy
3,009
+665
+28% +$108K 0.07% 146
2021
Q1 		$426K Buy
+2,344
New +$544K 0.06% 157

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

United Asset Strategies's TDOC Position: Q4 2021 in Review

United Asset Strategies sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 3,478 shares — an estimated $441K sold.

United Asset Strategies first reported a position in TDOC in Q1 2021 and held it in 3 quarters. The position peaked at $500K in Q2 2021. 728 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

  • United Asset Strategies reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
  • United Asset Strategies sold 3,478 Teladoc Health shares in Q4 2021, an estimated $441K.
  • United Asset Strategies first reported a position in Teladoc Health in Q1 2021 and held it in 3 quarters.
  • United Asset Strategies's Teladoc Health position peaked at $500K in Q2 2021.
  • 728 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on United Asset Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.