Valley National Advisers’s Teladoc Health TDOC Stock Holding History

Valley National Advisers’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
2024 Q4	–	Sell	-351	Closed	-$3K	–	800
2024 Q3	$3K	Sell	351 -75	-18%	-$621	﹤0.01%	639
2024 Q2	$4K	Buy	426 +75	+21%	+$915	﹤0.01%	803
2024 Q1	$5K	Sell	351 -10	-3%	-$181	﹤0.01%	794
2023 Q4	$7K	Buy	361 +10	+3%	+$184	﹤0.01%	740
2023 Q3	$7K	Hold	351	–	–	﹤0.01%	666
2023 Q2	$9K	Hold	351	–	–	﹤0.01%	627
2023 Q1	$10K	Hold	351	–	–	﹤0.01%	596
2022 Q4	$8K	Buy	351 +112	+47%	+$3.02K	﹤0.01%	609
2022 Q3	$6K	Hold	239	–	–	﹤0.01%	662
2022 Q2	$10K	Hold	239	–	–	﹤0.01%	577
2022 Q1	$17K	Hold	239	–	–	﹤0.01%	539
2021 Q4	$22K	Hold	239	–	–	﹤0.01%	493
2021 Q3	$30K	Hold	239	–	–	0.01%	412
2021 Q2	$40K	Hold	239	–	–	0.01%	371
2021 Q1	$43K	Hold	239	–	–	0.01%	343
2020 Q4	$48K	Buy	+239	New	+$48.6K	0.01%	323

Other funds holding TDOC

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return