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Riverview Trust Company’s TTEC Holdings TTEC Stock Holding History

Riverview Trust Company’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
2022
Q4 		– Sell
-260
Closed -$12K – 862
2022
Q3 		$12K Buy
+260
New +$15.5K 0.01% 624

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CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $691M AUM 27.96% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $487M AUM 11.23% 1-Year Est. Return

Riverview Trust Company's TTEC Position: Q4 2022 in Review

Riverview Trust Company sold out of TTEC Holdings (TTEC) in Q4 2022, closing a stake of 260 shares — an estimated $12K sold.

Riverview Trust Company first reported a position in TTEC in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 200 funds tracked by Wall St. Rank hold TTEC as of Q4 2022.

  • Riverview Trust Company reported no remaining TTEC Holdings position as of Q4 2022 after selling out during the quarter.
  • Riverview Trust Company sold 260 TTEC Holdings shares in Q4 2022, an estimated $12K.
  • Riverview Trust Company first reported a position in TTEC Holdings in Q3 2022 and held it in 1 quarter.
  • Riverview Trust Company's TTEC Holdings position peaked at $12K in Q3 2022.
  • 200 funds tracked by Wall St. Rank held TTEC Holdings as of Q4 2022.

Based on Riverview Trust Company's 13F filing for Q4 2022, filed 26 Jan 2023.