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Wagner Wealth Management (South Carolina)’s Teladoc Health TDOC Stock Holding History

Wagner Wealth Management (South Carolina)’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
-104
Closed -$10K – 607
2021
Q4 		$10K Sell
104
-52
-33% -$6.21K 0.01% 498
2021
Q3 		$23K Hold
156
– – 0.02% 356
2021
Q2 		$26K Sell
156
-50
-24% -$8.1K 0.02% 351
2021
Q1 		$37K Buy
+206
New +$47.8K 0.03% 267

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

Wagner Wealth Management (South Carolina)'s TDOC Position: Q1 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 104 shares — an estimated $10K sold.

Wagner Wealth Management (South Carolina) first reported a position in TDOC in Q1 2021 and held it in 4 quarters. The position peaked at $37K in Q1 2021. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Wagner Wealth Management (South Carolina) reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 104 Teladoc Health shares in Q1 2022, an estimated $10K.
  • Wagner Wealth Management (South Carolina) first reported a position in Teladoc Health in Q1 2021 and held it in 4 quarters.
  • Wagner Wealth Management (South Carolina)'s Teladoc Health position peaked at $37K in Q1 2021.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.