LFAS
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Level Four Advisory Services’s Teladoc Health TDOC Stock Holding History

Level Four Advisory Services’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
2024
Q2 		– Sell
-47,032
Closed -$1.01M – 886
2024
Q1 		$1.01M Hold
47,032
– – 0.06% 299
2023
Q4 		$1.01M Sell
47,032
-1,217
-3% -$22.5K 0.06% 296
2023
Q3 		$897K Buy
48,249
+7,092
+17% +$166K 0.06% 301
2023
Q2 		$1.04M Buy
41,157
+547
+1% +$13.8K 0.06% 279
2023
Q1 		$1.05M Buy
+40,610
New +$1.09M 0.07% 269
2021
Q3 		– Sell
-2,747
Closed -$457K – 626
2021
Q2 		$457K Sell
2,747
-57
-2% -$9.24K 0.03% 422
2021
Q1 		$510K Sell
2,804
-529
-16% -$123K 0.04% 378
2020
Q4 		$666K Buy
3,333
+2,154
+183% +$438K 0.05% 312
2020
Q3 		$258K Sell
1,179
-266
-18% -$56.3K 0.02% 466
2020
Q2 		$275K Buy
+1,445
New +$253K 0.02% 472

Other funds holding TDOC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return