Plante Moran Financial Advisors’s Teladoc Health TDOC Stock Holding History

Plante Moran 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	–	Sell	-35	Closed	-$4K	–	1109
2021 Q3	$4K	Buy	35 +31	+775%	+$4.51K	﹤0.01%	816
2021 Q2	$1K	Sell	4 -1,085	-100%	-$176K	﹤0.01%	924
2021 Q1	$198K	Buy	1,089 +1,009	+1,261%	+$234K	0.05%	174
2020 Q4	$16K	Sell	80 -120	-60%	-$24.4K	﹤0.01%	567
2020 Q3	$44K	Buy	200 +175	+700%	+$37.1K	0.02%	345
2020 Q2	$5K	Hold	25	–	–	﹤0.01%	605
2020 Q1	$4K	Hold	25	–	–	﹤0.01%	605
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	701
2019 Q3	$2K	Buy	25 +10	+67%	+$658	﹤0.01%	792
2019 Q2	$1K	Sell	15 -157	-91%	-$9.15K	﹤0.01%	764
2019 Q1	$10K	Buy	+172	New	+$10.5K	﹤0.01%	558

Other funds holding TDOC

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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 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

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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