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	0.26%	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 $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Paradigm Financial Advisors's TDOC Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Teladoc Health (TDOC) stake by 14% in Q4 2021, selling an estimated $84.3K and leaving 4,437 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #138.

Paradigm Financial Advisors first reported a position in TDOC in Q4 2019 and has held it in 9 quarters since. The position peaked at $976K in Q4 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

Paradigm Financial Advisors held 4,437 shares of Teladoc Health worth $407K as of Q4 2021.
Paradigm Financial Advisors sold 705 Teladoc Health shares in Q4 2021, an estimated $84.3K.
Teladoc Health made up 0.09% of Paradigm Financial Advisors's portfolio in Q4 2021, its #138 holding.
Paradigm Financial Advisors first reported a position in Teladoc Health in Q4 2019 and has held it in 9 quarters since.
Paradigm Financial Advisors's Teladoc Health position peaked at $976K in Q4 2020.
729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.