BerganKDV Wealth Management’s Teladoc Health TDOC Stock Holding History

BerganKDV 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
2023 Q2	$254	Hold	10	–	–	﹤0.01%	840
2023 Q1	$259	Hold	10	–	–	﹤0.01%	1025
2022 Q4	$236	Sell	10 -23	-70%	-$620	﹤0.01%	1005
2022 Q3	$1K	Sell	33 -15	-31%	-$526	﹤0.01%	929
2022 Q2	$2K	Buy	48 +38	+380%	+$1.61K	﹤0.01%	854
2022 Q1	$1K	Sell	10 -17	-63%	-$1.23K	﹤0.01%	963
2021 Q4	$2K	Buy	27 +14	+108%	+$1.67K	﹤0.01%	936
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	909
2021 Q2	$2K	Buy	13 +9	+225%	+$1.46K	﹤0.01%	850
2021 Q1	$1K	Sell	4 -4	-50%	-$928	﹤0.01%	895
2020 Q4	$2K	Hold	8	–	–	﹤0.01%	806
2020 Q3	$2K	Hold	8	–	–	﹤0.01%	730
2020 Q2	$2K	Buy	+8	New	+$1.4K	﹤0.01%	790

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

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

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

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

SOMRS

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BerganKDV Wealth Management's TDOC Position: Q2 2023 in Review

BerganKDV Wealth Management held its Teladoc Health (TDOC) position steady in Q2 2023 at 10 shares worth $254. The position accounts for ﹤0.01% of the portfolio, ranked #840.

BerganKDV Wealth Management first reported a position in TDOC in Q2 2020 and has held it in 13 quarters since. The position peaked at $2K in Q2 2022. 431 funds tracked by Wall St. Rank hold TDOC as of Q2 2023.

BerganKDV Wealth Management held 10 shares of Teladoc Health worth $254 as of Q2 2023.
BerganKDV Wealth Management left its Teladoc Health share count unchanged in Q2 2023.
Teladoc Health made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #840 holding.
BerganKDV Wealth Management first reported a position in Teladoc Health in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's Teladoc Health position peaked at $2K in Q2 2022.
431 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.