Independent Advisor Alliance’s Teladoc Health TDOC Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-5,280	Closed	-$381K	–	691
2022 Q1	$381K	Sell	5,280 -410	-7%	-$29.5K	0.02%	463
2021 Q4	$522K	Buy	5,690 +197	+4%	+$23.5K	0.03%	389
2021 Q3	$697K	Sell	5,493 -878	-14%	-$128K	0.04%	317
2021 Q2	$1.06M	Sell	6,371 -3,738	-37%	-$606K	0.06%	272
2021 Q1	$1.84M	Buy	10,109 +55	+0.5%	+$12.8K	0.11%	161
2020 Q4	$2.01M	Sell	10,054 -19,876	-66%	-$4.04M	0.14%	134
2020 Q3	$6.56M	Buy	29,930 +26,693	+825%	+$5.65M	0.5%	54
2020 Q2	$618K	Buy	3,237 +1,402	+76%	+$246K	0.07%	226
2020 Q1	$284K	Buy	+1,835	New	+$213K	0.04%	290

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

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

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

Independent Advisor Alliance's TDOC Position: Q2 2022 in Review

Independent Advisor Alliance sold out of Teladoc Health (TDOC) in Q2 2022, closing a stake of 5,280 shares — an estimated $381K sold.

Independent Advisor Alliance first reported a position in TDOC in Q1 2020 and held it in 9 quarters. The position peaked at $6.56M in Q3 2020. 551 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

Independent Advisor Alliance reported no remaining Teladoc Health position as of Q2 2022 after selling out during the quarter.
Independent Advisor Alliance sold 5,280 Teladoc Health shares in Q2 2022, an estimated $381K.
Independent Advisor Alliance first reported a position in Teladoc Health in Q1 2020 and held it in 9 quarters.
Independent Advisor Alliance's Teladoc Health position peaked at $6.56M in Q3 2020.
551 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.