Xcel Wealth Management’s Teladoc Health TDOC Stock Holding History

Xcel 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 Q3	–	Sell	-4,357	Closed	-$725K	–	143
2021 Q2	$725K	Sell	4,357 -4,033	-48%	-$653K	0.22%	81
2021 Q1	$1.52M	Buy	8,390 +55	+0.7%	+$12.8K	0.54%	45
2020 Q4	$1.67M	Buy	+8,335	New	+$1.69M	0.72%	37

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCGM

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Xcel Wealth Management's TDOC Position: Q3 2021 in Review

Xcel Wealth Management sold out of Teladoc Health (TDOC) in Q3 2021, closing a stake of 4,357 shares — an estimated $725K sold.

Xcel Wealth Management first reported a position in TDOC in Q4 2020 and held it in 3 quarters. The position peaked at $1.67M in Q4 2020. 761 funds tracked by Wall St. Rank hold TDOC as of Q3 2021.

Xcel Wealth Management reported no remaining Teladoc Health position as of Q3 2021 after selling out during the quarter.
Xcel Wealth Management sold 4,357 Teladoc Health shares in Q3 2021, an estimated $725K.
Xcel Wealth Management first reported a position in Teladoc Health in Q4 2020 and held it in 3 quarters.
Xcel Wealth Management's Teladoc Health position peaked at $1.67M in Q4 2020.
761 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2021.

Based on Xcel Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.