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Cornerstone Planning Group’s TTEC Holdings TTEC Stock Holding History

Cornerstone Planning Group’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
-46
Closed -$1.56K – 1302
2023
Q2 		$1.56K Buy
+46
New +$1.58K ﹤0.01% 1248
2022
Q4 		$2.24K Buy
+46
New +$2.06K ﹤0.01% 1153

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cornerstone Planning Group's TTEC Position: Q3 2023 in Review

Cornerstone Planning Group sold out of TTEC Holdings (TTEC) in Q3 2023, closing a stake of 46 shares — an estimated $1.56K sold.

Cornerstone Planning Group first reported a position in TTEC in Q4 2022 and held it in 2 quarters. The position peaked at $2.24K in Q4 2022. 183 funds tracked by Wall St. Rank hold TTEC as of Q3 2023.

  • Cornerstone Planning Group reported no remaining TTEC Holdings position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 46 TTEC Holdings shares in Q3 2023, an estimated $1.56K.
  • Cornerstone Planning Group first reported a position in TTEC Holdings in Q4 2022 and held it in 2 quarters.
  • Cornerstone Planning Group's TTEC Holdings position peaked at $2.24K in Q4 2022.
  • 183 funds tracked by Wall St. Rank held TTEC Holdings as of Q3 2023.

Based on Cornerstone Planning Group's 13F filing for Q3 2023, filed 8 Nov 2023.