IFWM
TDOC icon

Institute for Wealth Management’s Teladoc Health TDOC Stock Holding History

Institute for 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
-2,488
Closed -$228K – 563
2021
Q4 		$228K Buy
2,488
+329
+15% +$39.3K 0.04% 442
2021
Q3 		$274K Hold
2,159
– – 0.05% 399
2021
Q2 		$359K Buy
2,159
+224
+12% +$36.3K 0.06% 333
2021
Q1 		$352K Buy
1,935
+149
+8% +$34.6K 0.07% 331
2020
Q4 		$357K Sell
1,786
-21
-1% -$4.27K 0.07% 320
2020
Q3 		$396K Sell
1,807
-240
-12% -$50.8K 0.09% 266
2020
Q2 		$391K Buy
2,047
+210
+11% +$36.8K 0.1% 281
2020
Q1 		$285K Buy
+1,837
New +$214K 0.09% 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
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