Reilly Financial Advisors’s Teladoc Health TDOC Stock Holding History

Reilly 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	$7K	Buy	+74	New	+$8.85K	﹤0.01%	792
2021 Q3	–	Sell	-82	Closed	-$14K	–	1047
2021 Q2	$14K	Buy	82 +67	+447%	+$10.9K	﹤0.01%	629
2021 Q1	$3K	Buy	+15	New	+$3.48K	﹤0.01%	883
2020 Q2	–	Sell	-500	Closed	-$78K	–	961
2020 Q1	$78K	Buy	+500	New	+$58.2K	0.01%	242
2019 Q3	–	Sell	-500	Closed	-$33K	–	971
2019 Q2	$33K	Buy	+500	New	+$29.1K	﹤0.01%	438

Other funds holding TDOC

AIM

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 Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 $7.07B AUM 50.91% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B 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

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

Reilly Financial Advisors opened a new position in Teladoc Health (TDOC) in Q4 2021: 74 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #792 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in TDOC as recently as Q2 2021.

Reilly Financial Advisors first reported a position in TDOC in Q2 2019 and has held it in 5 quarters since. The position peaked at $78K in Q1 2020. 729 funds tracked by Wall St. Rank hold TDOC as of Q4 2021.

Reilly Financial Advisors held 74 shares of Teladoc Health worth $7K as of Q4 2021.
Teladoc Health was a new Reilly Financial Advisors position in Q4 2021.
Teladoc Health made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #792 holding.
Reilly Financial Advisors first reported a position in Teladoc Health in Q2 2019 and has held it in 5 quarters since.
Reilly Financial Advisors's Teladoc Health position peaked at $78K in Q1 2020.
729 funds tracked by Wall St. Rank held Teladoc Health as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.