CFFP
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Center for Financial Planning’s TTEC Holdings TTEC Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-26
Closed -$1K – 661
2022
Q3 		$1K Buy
+26
New +$1.55K ﹤0.01% 623

Other funds holding TTEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Center for Financial Planning's TTEC Position: Q4 2022 in Review

Center for Financial Planning sold out of TTEC Holdings (TTEC) in Q4 2022, closing a stake of 26 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in TTEC in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 200 funds tracked by Wall St. Rank hold TTEC as of Q4 2022.

  • Center for Financial Planning reported no remaining TTEC Holdings position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 26 TTEC Holdings shares in Q4 2022, an estimated $1K.
  • Center for Financial Planning first reported a position in TTEC Holdings in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's TTEC Holdings position peaked at $1K in Q3 2022.
  • 200 funds tracked by Wall St. Rank held TTEC Holdings as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.