PCS
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Personal CFO Solutions’s TTEC Holdings TTEC Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-5,520
Closed -$206K – 513
2023
Q1 		$206K Buy
+5,520
New +$247K 0.04% 442
2022
Q2 		– Sell
-2,789
Closed -$230K – 493
2022
Q1 		$230K Buy
+2,789
New +$224K 0.05% 405

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Personal CFO Solutions's TTEC Position: Q2 2023 in Review

Personal CFO Solutions sold out of TTEC Holdings (TTEC) in Q2 2023, closing a stake of 5,520 shares — an estimated $206K sold.

Personal CFO Solutions first reported a position in TTEC in Q1 2022 and held it in 2 quarters. The position peaked at $230K in Q1 2022. 192 funds tracked by Wall St. Rank hold TTEC as of Q2 2023.

  • Personal CFO Solutions reported no remaining TTEC Holdings position as of Q2 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 5,520 TTEC Holdings shares in Q2 2023, an estimated $206K.
  • Personal CFO Solutions first reported a position in TTEC Holdings in Q1 2022 and held it in 2 quarters.
  • Personal CFO Solutions's TTEC Holdings position peaked at $230K in Q1 2022.
  • 192 funds tracked by Wall St. Rank held TTEC Holdings as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.