Independent Solutions Wealth Management’s Teladoc Health TDOC Stock Holding History

Independent Solutions 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
2022 Q1	–	Sell	-2,223	Closed	-$204K	–	232
2021 Q4	$204K	Buy	2,223 +74	+3%	+$8.85K	0.05%	221
2021 Q3	$273K	Hold	2,149	–	–	0.07%	187
2021 Q2	$357K	Sell	2,149 -16	-0.7%	-$2.59K	0.09%	161
2021 Q1	$393K	Buy	2,165 +106	+5%	+$24.6K	0.11%	134
2020 Q4	$412K	Sell	2,059 -328	-14%	-$66.7K	0.13%	124
2020 Q3	$523K	Sell	2,387 -391	-14%	-$82.8K	0.2%	93
2020 Q2	$530K	Sell	2,778 -95	-3%	-$16.6K	0.23%	87
2020 Q1	$445K	Sell	2,873 -140	-5%	-$16.3K	0.25%	75
2019 Q4	$252K	Buy	+3,013	New	+$229K	0.11%	138

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Independent Solutions Wealth Management's TDOC Position: Q1 2022 in Review

Independent Solutions Wealth Management sold out of Teladoc Health (TDOC) in Q1 2022, closing a stake of 2,223 shares — an estimated $204K sold.

Independent Solutions Wealth Management first reported a position in TDOC in Q4 2019 and held it in 9 quarters. The position peaked at $530K in Q2 2020. 680 funds tracked by Wall St. Rank hold TDOC as of Q1 2022.

Independent Solutions Wealth Management reported no remaining Teladoc Health position as of Q1 2022 after selling out during the quarter.
Independent Solutions Wealth Management sold 2,223 Teladoc Health shares in Q1 2022, an estimated $204K.
Independent Solutions Wealth Management first reported a position in Teladoc Health in Q4 2019 and held it in 9 quarters.
Independent Solutions Wealth Management's Teladoc Health position peaked at $530K in Q2 2020.
680 funds tracked by Wall St. Rank held Teladoc Health as of Q1 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2022, filed 19 Dec 2024.