Marks Group Wealth Management’s TTEC Holdings TTEC Stock Holding History

Marks Group 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
2023 Q1	–	Sell	-5,171	Closed	-$228K	–	291
2022 Q4	$228K	Sell	5,171 -90,734	-95%	-$4.07M	0.03%	261
2022 Q3	$4.25M	Buy	95,905 +4,050	+4%	+$241K	0.65%	65
2022 Q2	$6.24M	Buy	91,855 +18,245	+25%	+$1.28M	0.9%	23
2022 Q1	$6.07M	Buy	73,610 +6,638	+10%	+$533K	0.76%	50
2021 Q4	$6.07M	Buy	66,972 +7,239	+12%	+$657K	0.74%	51
2021 Q3	$5.6M	Sell	59,733 -239	-0.4%	-$24.4K	0.76%	51
2021 Q2	$6.18M	Sell	59,972 -6,701	-10%	-$696K	0.85%	23
2021 Q1	$6.71M	Sell	66,673 -20,811	-24%	-$1.77M	0.99%	15
2020 Q4	$6.38M	Sell	87,484 -1,764	-2%	-$114K	0.99%	14
2020 Q3	$4.87M	Sell	89,248 -11,066	-11%	-$583K	0.88%	29
2020 Q2	$4.67M	Buy	100,314 +955	+1%	+$38.1K	0.95%	19
2020 Q1	$3.64M	Sell	99,359 -431	-0.4%	-$16.8K	0.94%	50
2019 Q4	$3.95M	Buy	+99,790	New	+$4.37M	0.78%	58

Other funds holding TTEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Marks Group Wealth Management's TTEC Position: Q1 2023 in Review

Marks Group Wealth Management sold out of TTEC Holdings (TTEC) in Q1 2023, closing a stake of 5,171 shares — an estimated $228K sold.

Marks Group Wealth Management first reported a position in TTEC in Q4 2019 and held it in 13 quarters. The position peaked at $6.71M in Q1 2021. 189 funds tracked by Wall St. Rank hold TTEC as of Q1 2023.

Marks Group Wealth Management reported no remaining TTEC Holdings position as of Q1 2023 after selling out during the quarter.
Marks Group Wealth Management sold 5,171 TTEC Holdings shares in Q1 2023, an estimated $228K.
Marks Group Wealth Management first reported a position in TTEC Holdings in Q4 2019 and held it in 13 quarters.
Marks Group Wealth Management's TTEC Holdings position peaked at $6.71M in Q1 2021.
189 funds tracked by Wall St. Rank held TTEC Holdings as of Q1 2023.

Based on Marks Group Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.