Canvas Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Canvas Wealth Advisors’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 Q1	–	Sell	-11,407	Closed	-$238K	–	155
2023 Q4	$238K	Sell	11,407 -6,165	-35%	-$114K	0.09%	115
2023 Q3	$324K	Sell	17,572 -2,040	-10%	-$47.6K	0.13%	87
2023 Q2	$458K	Buy	19,612 +6,283	+47%	+$158K	0.17%	72
2023 Q1	$365K	Sell	13,329 -815	-6%	-$21.8K	0.15%	90
2022 Q4	$373K	Sell	14,144 -3,085	-18%	-$83.2K	0.16%	97
2022 Q3	$461K	Sell	17,229 -7,116	-29%	-$250K	0.2%	76
2022 Q2	$808K	Sell	24,345 -17,189	-41%	-$730K	0.33%	59
2022 Q1	$1.59M	Buy	41,534 +18,705	+82%	+$1.35M	0.58%	46
2021 Q4	$2.1M	Sell	22,829 -23,502	-51%	-$2.81M	0.75%	35
2021 Q3	$5.88M	Buy	46,331 +9,010	+24%	+$1.31M	2.4%	9
2021 Q2	$6.21M	Buy	37,321 +11,287	+43%	+$1.83M	2.78%	8
2021 Q1	$4.74M	Buy	+26,034	New	+$6.04M	2.76%	6

Other funds holding TDOC

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

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors

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

First Trust Advisors

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

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return