HGWM
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Harvest Group Wealth Management’s Teladoc Health TDOC Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-5
Closed -$1K – 643
2020
Q4 		$1K Sell
5
-30
-86% -$6.1K ﹤0.01% 558
2020
Q3 		$8K Hold
35
– – 0.01% 239
2020
Q2 		$6K Buy
35
+30
+600% +$5.26K 0.01% 242
2020
Q1 		$0 Sell
5
-71
-93% -$8.26K ﹤0.01% 977
2019
Q4 		$6K Sell
76
-31
-29% -$2.36K 0.01% 335
2019
Q3 		$7K Sell
107
-22
-17% -$1.45K 0.01% 325
2019
Q2 		$8K Sell
129
-24
-16% -$1.4K 0.01% 259
2019
Q1 		$9K Buy
+153
New +$9.34K 0.01% 265

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DVF
Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return