CWM
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Circle Wealth Management’s Teladoc Health TDOC Stock Holding History

Circle 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
2022
Q2 		– Sell
-6,050
Closed -$436K – 177
2022
Q1 		$436K Hold
6,050
– – 0.06% 131
2021
Q4 		$556K Hold
6,050
– – 0.07% 116
2021
Q3 		$767K Hold
6,050
– – 0.11% 83
2021
Q2 		$1.01M Hold
6,050
– – 0.14% 72
2021
Q1 		$1.1M Sell
6,050
-1,087
-15% -$252K 0.18% 58
2020
Q4 		$1.43M Sell
7,137
-32
-0.4% -$6.51K 0.2% 59
2020
Q3 		$1.57M Buy
7,169
+47
+0.7% +$9.95K 0.26% 40
2020
Q2 		$1.36M Sell
7,122
-16
-0.2% -$2.8K 0.24% 46
2020
Q1 		$1.11M Buy
+7,138
New +$830K 0.22% 57

Other funds holding TDOC

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return