Williams Jones Wealth Management’s Teladoc Health TDOC Stock Holding History

Williams Jones Wealth Management’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 Q4	–	Sell	-22,070	Closed	-$2.8M	–	520
2021 Q3	$2.8M	Sell	22,070 -3,423	-13%	-$498K	0.04%	171
2021 Q2	$4.24M	Sell	25,493 -12,431	-33%	-$2.01M	0.06%	148
2021 Q1	$6.89M	Buy	37,924 +4,854	+15%	+$1.13M	0.11%	119
2020 Q4	$6.61M	Buy	33,070 +11,611	+54%	+$2.36M	0.11%	110
2020 Q3	$4.71M	Buy	21,459 +14,674	+216%	+$3.11M	0.09%	118
2020 Q2	$1.29M	Buy	+6,785	New	+$1.19M	0.03%	182

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

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

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

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

NAMA

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

Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Williams Jones Wealth Management's TDOC Position: Q4 2021 in Review

Williams Jones Wealth Management sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 22,070 shares — an estimated $2.8M sold.

Williams Jones Wealth Management first reported a position in TDOC in Q2 2020 and held it in 6 quarters. The position peaked at $6.89M in Q1 2021. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

Williams Jones Wealth Management reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
Williams Jones Wealth Management sold 22,070 Teladoc Health shares in Q4 2021, an estimated $2.8M.
Williams Jones Wealth Management first reported a position in Teladoc Health in Q2 2020 and held it in 6 quarters.
Williams Jones Wealth Management's Teladoc Health position peaked at $6.89M in Q1 2021.
729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Williams Jones Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.