HWMA
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Heritage Wealth Management (Arizona)’s Teladoc Health TDOC Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$946 Buy
40
+20
+100% +$539 ﹤0.01% 1030
2022
Q3 		$1K Hold
20
– – ﹤0.01% 975
2022
Q2 		$664 Sell
20
-1,074
-98% -$45.6K ﹤0.01% 939
2022
Q1 		$79K Buy
+1,094
New +$78.8K 0.02% 402
2021
Q3 		$146K Sell
1,150
-132
-10% -$19.2K 0.05% 270
2021
Q2 		$213K Buy
1,282
+573
+81% +$92.8K 0.08% 215
2021
Q1 		$129K Buy
+709
New +$164K 0.07% 217

Other funds holding TDOC

AIM
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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
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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return