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Paradigm Financial Advisors’s Teladoc Health TDOC Stock Holding History

Paradigm Financial Advisors’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
2021
Q4 		$407K Sell
4,437
-705
-14% -$84.3K 0.09% 138
2021
Q3 		$652K Sell
5,142
-110
-2% -$16K 0.15% 101
2021
Q2 		$873K Sell
5,252
-115
-2% -$18.6K 0.19% 90
2021
Q1 		$975K Buy
5,367
+488
+10% +$113K 0.24% 81
2020
Q4 		$976K Buy
4,879
+489
+11% +$99.4K 0.27% 73
2020
Q3 		$962K Sell
4,390
-250
-5% -$52.9K 0.27% 57
2020
Q2 		$885K Buy
4,640
+117
+3% +$20.5K 0.28% 59
2020
Q1 		$701K Buy
4,523
+1,303
+40% +$152K 0.26% 64
2019
Q4 		$270K Buy
+3,220
New +$245K 0.09% 106

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return