Dynamic Advisor Solutions’s Teladoc Health TDOC Stock Holding History

Dynamic Advisor Solutions’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
2021 Q4	–	Sell	-6,071	Closed	-$770K	–	803
2021 Q3	$770K	Buy	6,071 +1,548	+34%	+$225K	0.06%	342
2021 Q2	$752K	Sell	4,523 -77	-2%	-$12.5K	0.06%	331
2021 Q1	$836K	Sell	4,600 -1,217	-21%	-$282K	0.08%	271
2020 Q4	$1.16M	Buy	5,817 +976	+20%	+$198K	0.11%	210
2020 Q3	$1.06M	Sell	4,841 -7,513	-61%	-$1.59M	0.12%	196
2020 Q2	$2.36M	Buy	12,354 +7,561	+158%	+$1.33M	0.32%	90
2020 Q1	$743K	Buy	4,793 +412	+9%	+$47.9K	0.14%	187
2019 Q4	$367K	Buy	4,381 +688	+19%	+$52.4K	0.05%	365
2019 Q3	$250K	Sell	3,693 -486	-12%	-$32K	0.04%	410
2019 Q2	$278K	Buy	+4,179	New	+$244K	0.04%	375

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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

Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dynamic Advisor Solutions's TDOC Position: Q4 2021 in Review

Dynamic Advisor Solutions sold out of Teladoc Health (TDOC) in Q4 2021, closing a stake of 6,071 shares — an estimated $770K sold.

Dynamic Advisor Solutions first reported a position in TDOC in Q2 2019 and held it in 10 quarters. The position peaked at $2.36M in Q2 2020. 728 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

Dynamic Advisor Solutions reported no remaining Teladoc Health position as of Q4 2021 after selling out during the quarter.
Dynamic Advisor Solutions sold 6,071 Teladoc Health shares in Q4 2021, an estimated $770K.
Dynamic Advisor Solutions first reported a position in Teladoc Health in Q2 2019 and held it in 10 quarters.
Dynamic Advisor Solutions's Teladoc Health position peaked at $2.36M in Q2 2020.
728 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2021, filed 26 Jan 2022.