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United Capital Financial Advisors’s Teladoc Health TDOC Stock Holding History

United Capital Financial 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
2022
Q1 		– Sell
-3,814
Closed -$350K – 1226
2021
Q4 		$350K Sell
3,814
-2,592
-40% -$310K ﹤0.01% 971
2021
Q3 		$812K Sell
6,406
-1,403
-18% -$204K ﹤0.01% 731
2021
Q2 		$1.3M Sell
7,809
-9,706
-55% -$1.57M 0.01% 632
2021
Q1 		$3.18M Sell
17,515
-1,803
-9% -$418K 0.02% 423
2020
Q4 		$3.86M Buy
19,318
+9,870
+104% +$2.01M 0.02% 396
2020
Q3 		$2.07M Buy
9,448
+713
+8% +$151K 0.01% 488
2020
Q2 		$1.67M Buy
8,735
+593
+7% +$104K 0.01% 553
2020
Q1 		$1.26M Sell
8,142
-939
-10% -$109K 0.01% 582
2019
Q4 		$760K Buy
9,081
+666
+8% +$50.7K ﹤0.01% 872
2019
Q3 		$570K Buy
+8,415
New +$554K ﹤0.01% 915
2019
Q2 		– Sell
-13,635
Closed -$758K – 1494
2019
Q1 		$758K Buy
+13,635
New +$832K 0.01% 854

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

United Capital Financial Advisors's TDOC Position: Q1 2022 in Review

United Capital Financial Advisors sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 3,814 shares — an estimated $350K sold.

United Capital Financial Advisors first reported a position in TDOC in Q1 2019 and held it in 11 quarters. The position peaked at $3.86M in Q4 2020. 679 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • United Capital Financial Advisors reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 3,814 Teladoc Health shares in Q1 2022, an estimated $350K.
  • United Capital Financial Advisors first reported a position in Teladoc Health in Q1 2019 and held it in 11 quarters.
  • United Capital Financial Advisors's Teladoc Health position peaked at $3.86M in Q4 2020.
  • 679 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on United Capital Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.