YorkBridge Wealth Partners’s Teladoc Health TDOC Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-300	Closed	-$20K	–	588
2019 Q2	$20K	Hold	300	–	–	0.01%	475
2019 Q1	$17K	Hold	300	–	–	0.01%	487
2018 Q4	$15K	Sell	300 -500	-63%	-$30.6K	0.01%	523
2018 Q3	$67K	Hold	800	–	–	0.03%	330
2018 Q2	$46K	Sell	800 -200	-20%	-$9.77K	0.02%	372
2018 Q1	$41K	Hold	1,000	–	–	0.02%	388
2017 Q4	$34K	Hold	1,000	–	–	0.02%	415
2017 Q3	$33K	Hold	1,000	–	–	0.02%	430
2017 Q2	$34K	Buy	1,000 +500	+100%	+$14.6K	0.02%	426
2017 Q1	$13K	Hold	500	–	–	0.01%	587
2016 Q4	$9K	Buy	+500	New	+$8.49K	0.01%	618

Other funds holding TDOC

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

YorkBridge Wealth Partners's TDOC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Teladoc Health (TDOC) in Q3 2019, closing a stake of 300 shares — an estimated $20K sold.

YorkBridge Wealth Partners first reported a position in TDOC in Q4 2016 and held it in 11 quarters. The position peaked at $67K in Q3 2018. 378 funds tracked by Wall St. Rank hold TDOC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Teladoc Health position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 300 Teladoc Health shares in Q3 2019, an estimated $20K.
YorkBridge Wealth Partners first reported a position in Teladoc Health in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Teladoc Health position peaked at $67K in Q3 2018.
378 funds tracked by Wall St. Rank held Teladoc Health as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.