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Concord Wealth Partners’s TTEC Holdings TTEC Stock Holding History

Concord Wealth Partners’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
Q3 		– Sell
-1
Closed – – 1071
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1374
2022
Q1 		$0 Buy
+1
New +$80 ﹤0.01% 1387

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

Concord Wealth Partners's TTEC Position: Q3 2022 in Review

Concord Wealth Partners sold out of TTEC Holdings (TTEC) in Q3 2022, closing a stake of 1 share.

Concord Wealth Partners first reported a position in TTEC in Q1 2022 and held it in 2 quarters. The position peaked at $0 in Q2 2022. 206 funds tracked by Wall St. Rank hold TTEC as of Q3 2022.

  • Concord Wealth Partners reported no remaining TTEC Holdings position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 1 TTEC Holdings share in Q3 2022.
  • Concord Wealth Partners first reported a position in TTEC Holdings in Q1 2022 and held it in 2 quarters.
  • Concord Wealth Partners's TTEC Holdings position peaked at $0 in Q2 2022.
  • 206 funds tracked by Wall St. Rank held TTEC Holdings as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.