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JFS Wealth Advisors’s TTEC Holdings TTEC Stock Holding History

JFS Wealth Advisors’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
Q1 		– Sell
-15
Closed -$326 – 2034
2023
Q4 		$326 Sell
15
-9
-38% -$189 ﹤0.01% 1852
2023
Q3 		$630 Buy
24
+1
+4% +$30 ﹤0.01% 1703
2023
Q2 		$779 Buy
23
+19
+475% +$651 ﹤0.01% 1672
2023
Q1 		$149 Sell
4
-22
-85% -$985 ﹤0.01% 1857
2022
Q4 		$1.15K Buy
26
+2
+8% +$90 ﹤0.01% 1561
2022
Q3 		$1K Buy
24
+15
+167% +$892 ﹤0.01% 1666
2022
Q2 		$1K Sell
9
-16
-64% -$1.12K ﹤0.01% 1657
2022
Q1 		$2K Buy
25
+16
+178% +$1.28K ﹤0.01% 1509
2021
Q4 		$1K Buy
+9
New +$816 ﹤0.01% 1587

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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JFS Wealth Advisors's TTEC Position: Q1 2024 in Review

JFS Wealth Advisors sold out of TTEC Holdings (TTEC) in Q1 2024, closing a stake of 15 shares — an estimated $326 sold.

JFS Wealth Advisors first reported a position in TTEC in Q4 2021 and held it in 9 quarters. The position peaked at $2K in Q1 2022. 166 funds tracked by Wall St. Rank hold TTEC as of Q1 2024.

  • JFS Wealth Advisors reported no remaining TTEC Holdings position as of Q1 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 15 TTEC Holdings shares in Q1 2024, an estimated $326.
  • JFS Wealth Advisors first reported a position in TTEC Holdings in Q4 2021 and held it in 9 quarters.
  • JFS Wealth Advisors's TTEC Holdings position peaked at $2K in Q1 2022.
  • 166 funds tracked by Wall St. Rank held TTEC Holdings as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.