Heritage Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Heritage 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
2022 Q1	–	Sell	-25	Closed	-$2K	–	559
2021 Q4	$2K	Hold	25	–	–	﹤0.01%	519
2021 Q3	$3.17K	Hold	25	–	–	﹤0.01%	491
2021 Q2	$4.16K	Hold	25	–	–	﹤0.01%	493
2021 Q1	$4.54K	Hold	25	–	–	﹤0.01%	503
2020 Q4	$5K	Hold	25	–	–	﹤0.01%	491
2020 Q3	$5.48K	Hold	25	–	–	﹤0.01%	423
2020 Q2	$4.77K	Hold	25	–	–	﹤0.01%	409
2020 Q1	$3.88K	Buy	+25	New	+$2.91K	﹤0.01%	406

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Heritage Wealth Advisors's TDOC Position: Q1 2022 in Review

Heritage Wealth Advisors sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 25 shares — an estimated $2K sold.

Heritage Wealth Advisors first reported a position in TDOC in Q1 2020 and held it in 8 quarters. The position peaked at $5.48K in Q3 2020. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

Heritage Wealth Advisors reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 25 Teladoc Health shares in Q1 2022, an estimated $2K.
Heritage Wealth Advisors first reported a position in Teladoc Health in Q1 2020 and held it in 8 quarters.
Heritage Wealth Advisors's Teladoc Health position peaked at $5.48K in Q3 2020.
680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Heritage Wealth Advisors's 13F filing for Q1 2022, filed 11 May 2022.