Next Financial Group’s TTEC Holdings TTEC Stock Holding History

Next Financial Group’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
2021 Q4	$14K	Buy	150 +3	+2%	+$272	﹤0.01%	2055
2021 Q3	$14K	Hold	147	–	–	﹤0.01%	1928
2021 Q2	$15K	Hold	147	–	–	﹤0.01%	1859
2021 Q1	$15K	Hold	147	–	–	﹤0.01%	1751
2020 Q4	$11K	Hold	147	–	–	﹤0.01%	1763
2020 Q3	$8K	Buy	+147	New	+$7.74K	﹤0.01%	1702
2020 Q2	–	Sell	-147	Closed	-$5K	–	1803
2020 Q1	$5K	Hold	147	–	–	﹤0.01%	1724
2019 Q4	$6K	Hold	147	–	–	﹤0.01%	1933
2019 Q3	$7K	Hold	147	–	–	﹤0.01%	1835
2019 Q2	$7K	Hold	147	–	–	﹤0.01%	1804
2019 Q1	$5K	Hold	147	–	–	﹤0.01%	1273
2018 Q4	$4K	Hold	147	–	–	﹤0.01%	1626
2018 Q3	$4K	Buy	+147	New	+$4.28K	﹤0.01%	1216
2017 Q1	–	Sell	-147	Closed	-$4K	–	2272
2016 Q4	$4K	Hold	147	–	–	﹤0.01%	2021
2016 Q3	$4K	Buy	+147	New	+$4.21K	﹤0.01%	2021
2015 Q3	–	Sell	-78	Closed	-$2K	–	1960
2015 Q2	$2K	Hold	78	–	–	﹤0.01%	1697
2015 Q1	$1K	Hold	78	–	–	﹤0.01%	1799
2014 Q4	$2K	Sell	78 -147	-65%	-$3.52K	﹤0.01%	1746
2014 Q3	$6K	Buy	+225	New	+$6.15K	﹤0.01%	1994

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

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

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

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Next Financial Group's TTEC Position: Q4 2021 in Review

Next Financial Group increased its TTEC Holdings (TTEC) stake by 2% in Q4 2021, buying an estimated $272 and bringing the position to 150 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2055.

Next Financial Group first reported a position in TTEC in Q3 2014 and has held it in 19 quarters since. The position peaked at $15K in Q2 2021. 221 funds tracked by Wall St. Rank hold TTEC as of Q4 2021.

Next Financial Group held 150 shares of TTEC Holdings worth $14K as of Q4 2021.
Next Financial Group bought 3 TTEC Holdings shares in Q4 2021, an estimated $272.
TTEC Holdings made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2055 holding.
Next Financial Group first reported a position in TTEC Holdings in Q3 2014 and has held it in 19 quarters since.
Next Financial Group's TTEC Holdings position peaked at $15K in Q2 2021.
221 funds tracked by Wall St. Rank held TTEC Holdings as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.