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TWA
TCI Wealth Advisors’s
Teladoc Health
TDOC
Stock Holding History
TCI 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
2023
Q2
–
Sell
-333
Closed
-$8.63K
–
2020
2023
Q1
$8.63K
Buy
333
+31
+10%
+$830
﹤0.01%
1175
2022
Q4
$7.14K
Sell
302
-20
-6%
-$539
﹤0.01%
1295
2022
Q3
$8K
Sell
322
-107
-25%
-$3.75K
﹤0.01%
1190
2022
Q2
$14K
Buy
429
+100
+30%
+$4.25K
﹤0.01%
822
2022
Q1
$24K
Buy
329
+43
+15%
+$3.1K
﹤0.01%
621
2021
Q4
$26K
Sell
286
-86
-23%
-$10.3K
﹤0.01%
601
2021
Q3
$47K
Buy
372
+70
+23%
+$10.2K
0.01%
445
2021
Q2
$50K
Sell
302
-82
-21%
-$13.3K
0.01%
394
2021
Q1
$70K
Buy
384
+102
+36%
+$23.7K
0.03%
300
2020
Q4
$56K
Sell
282
-25
-8%
-$5.08K
0.03%
317
2020
Q3
$67K
Sell
307
-83
-21%
-$17.6K
0.03%
265
2020
Q2
$74K
Buy
390
+14
+4%
+$2.45K
0.03%
258
2020
Q1
$58K
Sell
376
-69
-16%
-$8.03K
0.03%
282
2019
Q4
$37K
Buy
445
+170
+62%
+$12.9K
0.01%
444
2019
Q3
$19K
Hold
275
–
–
0.01%
508
2019
Q2
$18K
Sell
275
-7
-2%
-$408
0.01%
496
2019
Q1
$16K
Hold
282
–
–
0.01%
537
2018
Q4
$14K
Buy
282
+182
+182%
+$11.1K
0.01%
552
2018
Q3
$9K
Buy
+100
New
+$7.13K
﹤0.01%
668
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NAMA
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$7.07B AUM
50.91%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
Renaissance Technologies
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$63.9B AUM
45.56%
1-Year Est. Return
SOMRS
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$18.9B AUM
27.96%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
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1-Year Est. Return
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$140B AUM
27.84%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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