IAA
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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 $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return