HWA
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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 $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return