AWM
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Axxcess Wealth Management’s Teladoc Health TDOC Stock Holding History

Axxcess 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
2024
Q2 		– Sell
-12,918
Closed -$195K – 943
2024
Q1 		$195K Sell
12,918
-1,861
-13% -$33.8K 0.01% 826
2023
Q4 		$318K Sell
14,779
-106
-0.7% -$1.96K 0.01% 629
2023
Q3 		$277K Buy
14,885
+414
+3% +$9.66K 0.01% 623
2023
Q2 		$366K Buy
14,471
+644
+5% +$16.2K 0.03% 410
2023
Q1 		$358K Buy
13,827
+574
+4% +$15.4K 0.03% 443
2022
Q4 		$313K Sell
13,253
-7,882
-37% -$213K 0.03% 434
2022
Q3 		$536K Sell
21,135
-815
-4% -$28.6K 0.05% 307
2022
Q2 		$729K Buy
21,950
+1,788
+9% +$75.9K 0.07% 235
2022
Q1 		$1.45M Sell
20,162
-839
-4% -$60.4K 0.12% 149
2021
Q4 		$1.93M Buy
+21,001
New +$2.51M 0.15% 126

Other funds holding TDOC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return