Juncture Wealth Strategies’s Teladoc Health TDOC Stock Holding History

Juncture Wealth Strategies’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	-3,054	Closed	-$280K	–	125
2021 Q4	$280K	Sell	3,054 -1,308	-30%	-$156K	0.13%	111
2021 Q3	$553K	Sell	4,362 -261	-6%	-$38K	0.29%	66
2021 Q2	$679K	Buy	4,623 +640	+16%	+$104K	0.39%	57
2021 Q1	$696K	Sell	3,983 -136	-3%	-$31.5K	0.44%	51
2020 Q4	$824K	Sell	4,119 -421	-9%	-$85.6K	0.52%	42
2020 Q3	$995K	Buy	4,540 +6	+0.1%	+$1.27K	0.69%	33
2020 Q2	$865K	Sell	4,534 -2,611	-37%	-$458K	0.65%	35
2020 Q1	$1.11M	Sell	7,145 -1,113	-13%	-$129K	1.02%	24
2019 Q4	$691K	Sell	8,258 -382	-4%	-$29.1K	0.57%	49
2019 Q3	$585K	Buy	8,640 +15	+0.2%	+$987	0.51%	49
2019 Q2	$573K	Buy	+8,625	New	+$503K	0.46%	58

Other funds holding TDOC

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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 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

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

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

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