Evanson Asset Management’s Teladoc Health TDOC Stock Holding History

Evanson Asset 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 Q1	–	Sell	-2,316	Closed	-$213K	–	306
2021 Q4	$213K	Hold	2,316	–	–	0.02%	270
2021 Q3	$397K	Sell	2,316 -14	-0.6%	-$2.04K	0.04%	194
2021 Q2	$387K	Sell	2,330 -65	-3%	-$10.5K	0.04%	195
2021 Q1	$435K	Sell	2,395 -3,221	-57%	-$747K	0.06%	175
2020 Q4	$1.12M	Buy	5,616 +59	+1%	+$12K	0.18%	76
2020 Q3	$1.22M	Hold	5,557	–	–	0.22%	61
2020 Q2	$1.06M	Buy	5,557 +21	+0.4%	+$3.68K	0.21%	66
2020 Q1	$858K	Hold	5,536	–	–	0.2%	68
2019 Q4	$463K	Hold	5,536	–	–	0.09%	129
2019 Q3	$375K	Hold	5,536	–	–	0.08%	152
2019 Q2	$368K	Hold	5,536	–	–	0.07%	158
2019 Q1	$308K	Hold	5,536	–	–	0.06%	171
2018 Q4	$274K	Hold	5,536	–	–	0.06%	177
2018 Q3	$478K	Hold	5,536	–	–	0.1%	125
2018 Q2	$321K	Hold	5,536	–	–	0.06%	183
2018 Q1	$223K	Buy	+5,536	New	+$209K	0.05%	229

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Evanson Asset Management's TDOC Position: Q1 2022 in Review

Evanson Asset Management sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 2,316 shares — an estimated $213K sold.

Evanson Asset Management first reported a position in TDOC in Q1 2018 and held it in 16 quarters. The position peaked at $1.22M in Q3 2020. 679 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

Evanson Asset Management reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
Evanson Asset Management sold 2,316 Teladoc Health shares in Q1 2022, an estimated $213K.
Evanson Asset Management first reported a position in Teladoc Health in Q1 2018 and held it in 16 quarters.
Evanson Asset Management's Teladoc Health position peaked at $1.22M in Q3 2020.
679 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Evanson Asset Management's 13F filing for Q1 2022, filed 11 Apr 2022.