PWA
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Phoenix Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Phoenix Wealth 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
2022
Q4 		– Sell
-7,994
Closed -$203K – 117
2022
Q3 		$203K Buy
+7,994
New +$280K 0.2% 104
2022
Q2 		– Sell
-15,716
Closed -$1.06M – 119
2022
Q1 		$1.06M Buy
15,716
+2,195
+16% +$158K 1.1% 25
2021
Q4 		$1.24M Buy
13,521
+4,561
+51% +$545K 0.94% 30
2021
Q3 		$1.14M Sell
8,960
-370
-4% -$53.9K 0.85% 29
2021
Q2 		$1.53M Buy
9,330
+184
+2% +$29.8K 1.1% 27
2021
Q1 		$1.67M Buy
9,146
+3,978
+77% +$923K 1.3% 30
2020
Q4 		$1.03M Buy
+5,168
New +$1.05M 0.78% 36

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 $5.7T 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return