Avantax Advisory Services’s TTEC Holdings TTEC Stock Holding History

Avantax Advisory Services’s Portfolio TTEC Stock Details TTEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,534	Closed	-$323K	–	1623
2023 Q2	$323K	Buy	9,534 +618	+7%	+$21.2K	﹤0.01%	1145
2023 Q1	$332K	Buy	8,916 +3,001	+51%	+$134K	﹤0.01%	1096
2022 Q4	$261K	Buy	+5,915	New	+$265K	﹤0.01%	1176
2021 Q2	–	Sell	-5,015	Closed	-$505K	–	1162
2021 Q1	$505K	Hold	5,015	–	–	0.01%	618
2020 Q4	$367K	Sell	5,015 -82	-2%	-$5.32K	0.01%	654
2020 Q3	$278K	Buy	5,097 +82	+2%	+$4.32K	﹤0.01%	1063
2020 Q2	$235K	Buy	+5,015	New	+$200K	0.01%	728

Other funds holding TTEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFR

Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's TTEC Position: Q3 2023 in Review

Avantax Advisory Services sold out of TTEC Holdings (TTEC) in Q3 2023, closing a stake of 9,534 shares — an estimated $323K sold.

Avantax Advisory Services first reported a position in TTEC in Q2 2020 and held it in 7 quarters. The position peaked at $505K in Q1 2021. 183 funds tracked by Wall St. Rank hold TTEC as of Q3 2023.

Avantax Advisory Services reported no remaining TTEC Holdings position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 9,534 TTEC Holdings shares in Q3 2023, an estimated $323K.
Avantax Advisory Services first reported a position in TTEC Holdings in Q2 2020 and held it in 7 quarters.
Avantax Advisory Services's TTEC Holdings position peaked at $505K in Q1 2021.
183 funds tracked by Wall St. Rank held TTEC Holdings as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.