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Wealthspire Advisors (Maryland)’s Teladoc Health TDOC Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		– Sell
-2,986
Closed -$570K – 544
2020
Q2 		$570K Sell
2,986
-190
-6% -$33.3K 0.04% 232
2020
Q1 		$492K Buy
3,176
+246
+8% +$28.6K 0.04% 232
2019
Q4 		$245K Buy
+2,930
New +$223K 0.02% 426
2019
Q2 		– Sell
-41
Closed -$2K – 1852
2019
Q1 		$2K Hold
41
– – ﹤0.01% 2203
2018
Q4 		$2K Buy
+41
New +$2.51K ﹤0.01% 2132

Other funds holding TDOC

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 $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TDOC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Teladoc Health (TDOC) in Q3 2020, closing a stake of 2,986 shares — an estimated $570K sold.

Wealthspire Advisors (Maryland) first reported a position in TDOC in Q4 2018 and held it in 5 quarters. The position peaked at $570K in Q2 2020. 744 funds tracked by Wall St. Rank hold TDOC as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Teladoc Health position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,986 Teladoc Health shares in Q3 2020, an estimated $570K.
  • Wealthspire Advisors (Maryland) first reported a position in Teladoc Health in Q4 2018 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Teladoc Health position peaked at $570K in Q2 2020.
  • 744 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.