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Legacy Wealth Asset Management’s TTEC Holdings TTEC Stock Holding History

Legacy Wealth Asset 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
2023
Q3 		– Sell
-8,042
Closed -$272K – 347
2023
Q2 		$272K Sell
8,042
-3,555
-31% -$122K 0.1% 295
2023
Q1 		$432K Sell
11,597
-260
-2% -$11.6K 0.16% 233
2022
Q4 		$523K Buy
11,857
+8
+0.1% +$359 0.2% 171
2022
Q3 		$525K Sell
11,849
-505
-4% -$30K 0.23% 153
2022
Q2 		$839K Buy
12,354
+2,964
+32% +$208K 0.34% 111
2022
Q1 		$775K Buy
9,390
+390
+4% +$31.3K 0.28% 141
2021
Q4 		$815K Buy
9,000
+2,572
+40% +$233K 0.28% 147
2021
Q3 		$601K Buy
6,428
+446
+7% +$45.5K 0.28% 143
2021
Q2 		$617K Buy
5,982
+1,697
+40% +$176K 0.27% 139
2021
Q1 		$430K Buy
4,285
+338
+9% +$28.7K 0.2% 193
2020
Q4 		$288K Buy
+3,947
New +$256K 0.15% 236

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

Legacy Wealth Asset Management's TTEC Position: Q3 2023 in Review

Legacy Wealth Asset Management sold out of TTEC Holdings (TTEC) in Q3 2023, closing a stake of 8,042 shares — an estimated $272K sold.

Legacy Wealth Asset Management first reported a position in TTEC in Q4 2020 and held it in 11 quarters. The position peaked at $839K in Q2 2022. 183 funds tracked by Wall St. Rank hold TTEC as of Q3 2023.

  • Legacy Wealth Asset Management reported no remaining TTEC Holdings position as of Q3 2023 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 8,042 TTEC Holdings shares in Q3 2023, an estimated $272K.
  • Legacy Wealth Asset Management first reported a position in TTEC Holdings in Q4 2020 and held it in 11 quarters.
  • Legacy Wealth Asset Management's TTEC Holdings position peaked at $839K in Q2 2022.
  • 183 funds tracked by Wall St. Rank held TTEC Holdings as of Q3 2023.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2023, filed 1 Nov 2023.