CWA
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Clearview Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Clearview 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
2023
Q3 		– Sell
-54
Closed -$1.37K – 578
2023
Q2 		$1.37K Hold
54
– – ﹤0.01% 566
2023
Q1 		$1.4K Buy
54
+6
+13% +$161 ﹤0.01% 545
2022
Q4 		$1.14K Sell
48
-32
-40% -$863 ﹤0.01% 520
2022
Q3 		$2K Sell
80
-127
-61% -$4.46K ﹤0.01% 502
2022
Q2 		$7K Buy
207
+24
+13% +$1.02K 0.01% 405
2022
Q1 		$13K Buy
183
+15
+9% +$1.08K 0.01% 350
2021
Q4 		$15K Buy
168
+1
+0.6% +$120 0.01% 366
2021
Q3 		$21K Buy
167
+33
+25% +$4.8K 0.01% 330
2021
Q2 		$22K Buy
134
+34
+34% +$5.51K 0.01% 331
2021
Q1 		$18K Buy
100
+26
+35% +$6.03K 0.01% 345
2020
Q4 		$15K Buy
+74
New +$15K 0.01% 331

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 $5.7T 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
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 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