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IWM
IHT Wealth Management’s
Teladoc Health
TDOC
Stock Holding History
IHT 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
2024
Q1
–
Sell
-12,577
Closed
-$271K
–
1064
2023
Q4
$271K
Buy
+12,577
New
+$232K
0.01%
806
2022
Q3
–
Sell
-6,354
Closed
-$211K
–
907
2022
Q2
$211K
Buy
6,354
+684
+12%
+$29.1K
0.02%
650
2022
Q1
$409K
Sell
5,670
-56
-1%
-$4.03K
0.03%
478
2021
Q4
$526K
Buy
5,726
+1,299
+29%
+$155K
0.04%
421
2021
Q3
$561K
Buy
4,427
+734
+20%
+$107K
0.05%
393
2021
Q2
$614K
Sell
3,693
-1,537
-29%
-$249K
0.04%
458
2021
Q1
$951K
Buy
5,230
+2,436
+87%
+$565K
0.07%
277
2020
Q4
$559K
Buy
+2,794
New
+$568K
0.05%
371
2020
Q3
–
Sell
-1,986
Closed
-$379K
–
691
2020
Q2
$379K
Buy
1,986
+309
+18%
+$54.2K
0.05%
351
2020
Q1
$260K
Buy
+1,677
New
+$195K
0.04%
431
2018
Q2
–
Sell
-24
Closed
-$1K
–
1254
2018
Q1
$1K
Hold
24
–
–
﹤0.01%
1631
2017
Q4
$1K
Hold
24
–
–
﹤0.01%
1625
2017
Q3
$1K
Buy
+24
New
+$787
﹤0.01%
1356
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NAMA
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$7.07B AUM
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1-Year Est. Return
Sumitomo Mitsui Trust Group
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$154B AUM
29.96%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
First Trust Advisors
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$140B AUM
27.84%
1-Year Est. Return
Man Group
London, United Kingdom
$48.2B AUM
24.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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