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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 – 233
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 $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return