KWM
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Kingsview Wealth Management’s Teladoc Health TDOC Stock Holding History

Kingsview 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
Q2 		– Sell
-3,163
Closed -$228K – 917
2022
Q1 		$228K Buy
3,163
+452
+17% +$32.6K 0.01% 784
2021
Q4 		$249K Sell
2,711
-1,083
-29% -$129K 0.01% 800
2021
Q3 		$481K Sell
3,794
-733
-16% -$107K 0.02% 557
2021
Q2 		$745K Sell
4,527
-274
-6% -$44.4K 0.04% 453
2021
Q1 		$878K Sell
4,801
-1,260
-21% -$292K 0.05% 365
2020
Q4 		$1.21M Buy
6,061
+1,078
+22% +$219K 0.09% 238
2020
Q3 		$1.09M Buy
4,983
+2,508
+101% +$531K 0.1% 211
2020
Q2 		$472K Sell
2,475
-87
-3% -$15.2K 0.05% 336
2020
Q1 		$397K Buy
+2,562
New +$298K 0.05% 300

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