Avitas Wealth Management’s Teladoc Health TDOC Stock Holding History

Avitas 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	-5,810	Closed	-$737K	–	197
2021 Q3	$737K	Sell	5,810 -123	-2%	-$17.9K	0.13%	148
2021 Q2	$987K	Sell	5,933 -14,246	-71%	-$2.31M	0.18%	141
2021 Q1	$3.67M	Sell	20,179 -2,412	-11%	-$559K	0.72%	44
2020 Q4	$4.52M	Buy	22,591 +7,859	+53%	+$1.6M	0.91%	23
2020 Q3	$3.23M	Sell	14,732 -8,044	-35%	-$1.7M	0.9%	33
2020 Q2	$4.35M	Sell	22,776 -4,405	-16%	-$772K	1.44%	12
2020 Q1	$4.21M	Sell	27,181 -1,897	-7%	-$221K	1.92%	10
2019 Q4	$2.43M	Buy	29,078 +302	+1%	+$23K	0.62%	70
2019 Q3	$1.95M	Buy	28,776 +10,468	+57%	+$689K	0.54%	82
2019 Q2	$1.22M	Buy	+18,308	New	+$1.07M	0.34%	101

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

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