EWA
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Evolution Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Evolution 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
2020
Q4 		– Sell
-32
Closed -$7K – 632
2020
Q3 		$7K Sell
32
-46
-59% -$9.74K ﹤0.01% 402
2020
Q2 		$15K Hold
78
– – ﹤0.01% 237
2020
Q1 		$12K Sell
78
-117
-60% -$13.6K ﹤0.01% 197
2019
Q4 		$16K Buy
195
+170
+680% +$12.9K ﹤0.01% 250
2019
Q3 		$2K Sell
25
-283
-92% -$18.6K ﹤0.01% 439
2019
Q2 		$20K Buy
+308
New +$18K 0.01% 128

Other funds holding TDOC

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
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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