Ropes Wealth Advisors’s Teladoc Health TDOC Stock Holding History

Ropes 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
2021 Q1	–	Sell	-800	Closed	-$160K	–	727
2020 Q4	$160K	Hold	800	–	–	0.02%	248
2020 Q3	$175K	Hold	800	–	–	0.03%	214
2020 Q2	$153K	Hold	800	–	–	0.03%	213
2020 Q1	$124K	Hold	800	–	–	0.03%	214
2019 Q4	$67K	Hold	800	–	–	0.01%	311
2019 Q3	$54K	Hold	800	–	–	0.01%	332
2019 Q2	$53K	Hold	800	–	–	0.01%	331
2019 Q1	$44K	Buy	+800	New	+$48.8K	0.01%	348

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Discovery Value Fund Singapore $34.7M AUM 58.56% 1-Year Est. Return