Creative Planning
TTEC icon

Creative Planning’s TTEC Holdings TTEC Stock Holding History

Creative 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
2024
Q3 		– Sell
-13,708
Closed -$80.6K – 3314
2024
Q2 		$80.6K Buy
+13,708
New +$100K ﹤0.01% 2880
2024
Q1 		– Sell
-10,351
Closed -$224K – 3006
2023
Q4 		$224K Buy
+10,351
New +$218K ﹤0.01% 2328
2015
Q2 		– Sell
-10
Closed – – 2879
2015
Q1 		$0 Sell
10
-599
-98% -$14K ﹤0.01% 4410
2014
Q4 		$14K Buy
609
+599
+5,990% +$14.3K ﹤0.01% 2924
2014
Q3 		$0 Hold
10
– – ﹤0.01% 4156
2014
Q2 		$0 Hold
10
– – ﹤0.01% 3959
2014
Q1 		$0 Hold
10
– – ﹤0.01% 3754
2013
Q4 		$0 Hold
10
– – ﹤0.01% 3476
2013
Q3 		$0 Hold
10
– – ﹤0.01% 3354
2013
Q2 		$0 Buy
+10
New +$223 ﹤0.01% 3120

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KLP
Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's TTEC Position: Q3 2024 in Review

Creative Planning sold out of TTEC Holdings (TTEC) in Q3 2024, closing a stake of 13,708 shares — an estimated $80.6K sold.

Creative Planning first reported a position in TTEC in Q2 2013 and held it in 10 quarters. The position peaked at $224K in Q4 2023. 118 funds tracked by Wall St. Rank hold TTEC as of Q3 2024.

  • Creative Planning reported no remaining TTEC Holdings position as of Q3 2024 after selling out during the quarter.
  • Creative Planning sold 13,708 TTEC Holdings shares in Q3 2024, an estimated $80.6K.
  • Creative Planning first reported a position in TTEC Holdings in Q2 2013 and held it in 10 quarters.
  • Creative Planning's TTEC Holdings position peaked at $224K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held TTEC Holdings as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.