Wealthstreet Investment Advisors’s Teladoc Health TDOC Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-18,114	Closed	-$3.29M	–	295
2021 Q1	$3.29M	Sell	18,114 -960	-5%	-$223K	0.32%	74
2020 Q4	$3.81M	Buy	19,074 +5,307	+39%	+$1.08M	0.39%	62
2020 Q3	$3.02M	Buy	13,767 +7,165	+109%	+$1.52M	0.34%	70
2020 Q2	$1.26M	Sell	6,602 -150	-2%	-$26.3K	0.15%	127
2020 Q1	$1.05M	Buy	6,752 +100	+2%	+$11.6K	0.15%	123
2019 Q4	$557K	Hold	6,652	–	–	0.07%	224
2019 Q3	$476K	Sell	6,652 -400	-6%	-$26.3K	0.06%	228
2019 Q2	$468K	Sell	7,052 -50	-0.7%	-$2.91K	0.06%	233
2019 Q1	$395K	Buy	7,102 +1,850	+35%	+$113K	0.05%	250
2018 Q4	$326K	Buy	5,252 +152	+3%	+$9.3K	0.05%	260
2018 Q3	$440K	Hold	5,100	–	–	0.05%	253
2018 Q2	$296K	Buy	+5,100	New	+$249K	0.04%	292

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $189M AUM 10.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthstreet Investment Advisors's TDOC Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Teladoc Health (TDOC) in Q2 2021, closing a stake of 18,114 shares — an estimated $3.29M sold.

Wealthstreet Investment Advisors first reported a position in TDOC in Q2 2018 and held it in 12 quarters. The position peaked at $3.81M in Q4 2020. 829 funds tracked by Wall St. Rank hold TDOC as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining Teladoc Health position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 18,114 Teladoc Health shares in Q2 2021, an estimated $3.29M.
Wealthstreet Investment Advisors first reported a position in Teladoc Health in Q2 2018 and held it in 12 quarters.
Wealthstreet Investment Advisors's Teladoc Health position peaked at $3.81M in Q4 2020.
829 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.