Avantax Advisory Services’s Teladoc Health TDOC Stock Holding History

Avantax Advisory Services’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
2023 Q1	–	Sell	-9,728	Closed	-$230K	–	1542
2022 Q4	$230K	Sell	9,728 -2,257	-19%	-$60.9K	﹤0.01%	1242
2022 Q3	$304K	Sell	11,985 -188	-2%	-$6.59K	﹤0.01%	1005
2022 Q2	$404K	Buy	12,173 +3,116	+34%	+$132K	0.01%	874
2022 Q1	$653K	Buy	9,057 +784	+9%	+$56.5K	0.01%	690
2021 Q4	$760K	Sell	8,273 -514	-6%	-$61.4K	0.01%	611
2021 Q3	$1.11M	Buy	8,787 +364	+4%	+$53K	0.02%	458
2021 Q2	$1.39M	Buy	8,423 +770	+10%	+$125K	0.03%	404
2021 Q1	$1.39M	Buy	7,653 +608	+9%	+$141K	0.03%	367
2020 Q4	$1.41M	Sell	7,045 -6,031	-46%	-$1.23M	0.03%	327
2020 Q3	$2.86M	Buy	13,076 +7,308	+127%	+$1.55M	0.05%	294
2020 Q2	$1.1M	Sell	5,768 -19,981	-78%	-$3.5M	0.03%	324
2020 Q1	$4M	Sell	25,749 -296	-1%	-$34.4K	0.12%	118
2019 Q4	$2.18M	Buy	26,045 +5,856	+29%	+$446K	0.05%	193
2019 Q3	$1.37M	Buy	+20,189	New	+$1.33M	0.06%	169

Other funds holding TDOC

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 $5.7T AUM 30.48% 1-Year Est. Return

Sumitomo Mitsui Trust Group

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Baillie Gifford & Co

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

State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return