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Kingsview Wealth Management’s TTEC Holdings TTEC Stock Holding History

Kingsview Wealth Management’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
-97,202
Closed -$2.11M – 1073
2023
Q4 		$2.11M Buy
+97,202
New +$2.05M 0.06% 268
2021
Q2 		– Sell
-10,093
Closed -$1M – 1019
2021
Q1 		$1M Sell
10,093
-991
-9% -$84.1K 0.06% 328
2020
Q4 		$808K Buy
+11,084
New +$719K 0.06% 325

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

Kingsview Wealth Management's TTEC Position: Q1 2024 in Review

Kingsview Wealth Management sold out of TTEC Holdings (TTEC) in Q1 2024, closing a stake of 97,202 shares — an estimated $2.11M sold.

Kingsview Wealth Management first reported a position in TTEC in Q4 2020 and held it in 3 quarters. The position peaked at $2.11M in Q4 2023. 166 funds tracked by Wall St. Rank hold TTEC as of Q1 2024.

  • Kingsview Wealth Management reported no remaining TTEC Holdings position as of Q1 2024 after selling out during the quarter.
  • Kingsview Wealth Management sold 97,202 TTEC Holdings shares in Q1 2024, an estimated $2.11M.
  • Kingsview Wealth Management first reported a position in TTEC Holdings in Q4 2020 and held it in 3 quarters.
  • Kingsview Wealth Management's TTEC Holdings position peaked at $2.11M in Q4 2023.
  • 166 funds tracked by Wall St. Rank held TTEC Holdings as of Q1 2024.

Based on Kingsview Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.