Weatherly Asset Management’s Teladoc Health TDOC Stock Holding History

Weatherly Asset Management’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 Q2	–	Sell	-6,397	Closed	-$461K	–	196
2022 Q1	$461K	Sell	6,397 -150	-2%	-$10.8K	0.05%	148
2021 Q4	$601K	Sell	6,547 -1,380	-17%	-$165K	0.07%	139
2021 Q3	$1M	Hold	7,927	–	–	0.12%	113
2021 Q2	$1.32M	Sell	7,927 -45	-0.6%	-$7.29K	0.17%	98
2021 Q1	$1.45M	Buy	7,972 +220	+3%	+$51K	0.2%	87
2020 Q4	$1.55M	Buy	7,752 +20	+0.3%	+$4.07K	0.22%	79
2020 Q3	$1.7M	Buy	7,732 +1,495	+24%	+$317K	0.27%	67
2020 Q2	$1.19M	Buy	6,237 +3,312	+113%	+$580K	0.21%	81
2020 Q1	$453K	Buy	+2,925	New	+$340K	0.1%	125

Other funds holding TDOC

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Kinnevik AB Stockholm, Sweden $65.6M AUM 25.95% 1-Year Est. Return

Weatherly Asset Management's TDOC Position: Q2 2022 in Review

Weatherly Asset Management sold out of Teladoc Health (TDOC) in Q2 2022, closing a stake of 6,397 shares — an estimated $461K sold.

Weatherly Asset Management first reported a position in TDOC in Q1 2020 and held it in 9 quarters. The position peaked at $1.7M in Q3 2020. 551 funds tracked by Wall St. Rank hold TDOC as of Q2 2022.

Weatherly Asset Management reported no remaining Teladoc Health position as of Q2 2022 after selling out during the quarter.
Weatherly Asset Management sold 6,397 Teladoc Health shares in Q2 2022, an estimated $461K.
Weatherly Asset Management first reported a position in Teladoc Health in Q1 2020 and held it in 9 quarters.
Weatherly Asset Management's Teladoc Health position peaked at $1.7M in Q3 2020.
551 funds tracked by Wall St. Rank held Teladoc Health as of Q2 2022.

Based on Weatherly Asset Management's 13F filing for Q2 2022, filed 18 Jul 2022.