WI
TDOC icon

Wintrust Investments’s Teladoc Health TDOC Stock Holding History

Wintrust Investments’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
-1,300
Closed -$207K – 440
2021
Q4 		$207K Buy
+1,300
New +$155K 0.02% 403
2021
Q3 		– Sell
-1,213
Closed -$202K – 391
2021
Q2 		$202K Sell
1,213
-210
-15% -$34K 0.02% 405
2021
Q1 		$259K Buy
+1,423
New +$330K 0.03% 352

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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 $6.73T AUM 46.02% 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 $7.75B AUM 33.73% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Wintrust Investments's TDOC Position: Q1 2022 in Review

Wintrust Investments sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 1,300 shares — an estimated $207K sold.

Wintrust Investments first reported a position in TDOC in Q1 2021 and held it in 3 quarters. The position peaked at $259K in Q1 2021. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

  • Wintrust Investments reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
  • Wintrust Investments sold 1,300 Teladoc Health shares in Q1 2022, an estimated $207K.
  • Wintrust Investments first reported a position in Teladoc Health in Q1 2021 and held it in 3 quarters.
  • Wintrust Investments's Teladoc Health position peaked at $259K in Q1 2021.
  • 680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Wintrust Investments's 13F filing for Q1 2022, filed 11 May 2022.