VFA
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Valeo Financial Advisors’s Teladoc Health TDOC Stock Holding History

Valeo 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
2022
Q1 		– Sell
-2,414
Closed -$222K – 684
2021
Q4 		$222K Sell
2,414
-460
-16% -$55K 0.01% 492
2021
Q3 		$364K Buy
2,874
+223
+8% +$32.5K 0.02% 362
2021
Q2 		$441K Sell
2,651
-5
-0.2% -$810 0.03% 284
2021
Q1 		$483K Buy
2,656
+1,468
+124% +$340K 0.02% 279
2020
Q4 		$238K Buy
1,188
+320
+37% +$65.1K 0.01% 383
2020
Q3 		$190K Sell
868
-942
-52% -$199K 0.02% 340
2020
Q2 		$345K Buy
1,810
+216
+14% +$37.9K 0.03% 230
2020
Q1 		$230K Buy
1,594
+170
+12% +$19.8K 0.02% 272
2019
Q4 		$119K Buy
1,424
+800
+128% +$60.9K 0.01% 425
2019
Q3 		$42K Hold
624
– – ﹤0.01% 659
2019
Q2 		$41K Hold
624
– – ﹤0.01% 666
2019
Q1 		$35K Hold
624
– – ﹤0.01% 645
2018
Q4 		$31K Buy
624
+8
+1% +$490 ﹤0.01% 604
2018
Q3 		$43K Buy
616
+13
+2% +$927 0.01% 583
2018
Q2 		$42K Buy
+603
New +$29.4K 0.01% 575

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