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Stonebridge Financial Planning Group’s Teladoc Health TDOC Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-60
Closed -$4K – 338
2021
Q4 		$4K Hold
60
– – ﹤0.01% 379
2021
Q3 		$9K Sell
60
-380
-86% -$55.3K ﹤0.01% 352
2021
Q2 		$69K Sell
440
-300
-41% -$48.6K 0.04% 184
2021
Q1 		$135K Sell
740
-100
-12% -$23.2K 0.08% 135
2020
Q4 		$168K Buy
840
+100
+14% +$20.3K 0.11% 117
2020
Q3 		$164K Buy
740
+580
+363% +$123K 0.12% 103
2020
Q2 		$33K Hold
160
– – 0.03% 211
2020
Q1 		$22K Buy
160
+100
+167% +$11.6K 0.02% 237
2019
Q4 		$5K Buy
+60
New +$4.57K ﹤0.01% 328

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
KA
Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return