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Valeo Financial Advisors’s Teladoc Health TDOC Stock Holding History

Valeo 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
-200
Closed -$18K – 683
2021
Q4 		$18K Buy
+200
New +$23.9K ﹤0.01% 584
2020
Q3 		– Sell
-200
Closed -$38K – 2100
2020
Q2 		$38K Buy
200
+100
+100% +$17.5K ﹤0.01% 830
2020
Q1 		$15K Buy
+100
New +$11.6K ﹤0.01% 968

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 $110B AUM 4.8% 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 $175B AUM 40.63% 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 $609B AUM 40.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Valeo Financial Advisors's TDOC Position: Q1 2022 in Review

Valeo Financial Advisors sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 2,414 shares — an estimated $222K sold.

Valeo Financial Advisors first reported a position in TDOC in Q2 2018 and held it in 15 quarters. The position peaked at $483K in Q1 2021. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Valeo Financial Advisors reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,414 Teladoc Health shares in Q1 2022, an estimated $222K.
  • Valeo Financial Advisors first reported a position in Teladoc Health in Q2 2018 and held it in 15 quarters.
  • Valeo Financial Advisors's Teladoc Health position peaked at $483K in Q1 2021.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Valeo Financial Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.