SWM
TTEC icon

Spire Wealth Management’s TTEC Holdings TTEC Stock Holding History

Spire 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
-28
Closed -$1K – 2598
2022
Q4 		$1K Buy
+28
New +$1.26K ﹤0.01% 2257
2022
Q3 		– Sell
-14
Closed -$1K – 2587
2022
Q2 		$1K Buy
+14
New +$983 ﹤0.01% 2583
2022
Q1 		– Sell
-28
Closed -$3K – 2864
2021
Q4 		$3K Buy
+28
New +$2.54K ﹤0.01% 2722

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
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Spire Wealth Management's TTEC Position: Q1 2023 in Review

Spire Wealth Management sold out of TTEC Holdings (TTEC) in Q1 2023, closing a stake of 28 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in TTEC in Q4 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 189 funds tracked by Wall St. Rank hold TTEC as of Q1 2023.

  • Spire Wealth Management reported no remaining TTEC Holdings position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 28 TTEC Holdings shares in Q1 2023, an estimated $1K.
  • Spire Wealth Management first reported a position in TTEC Holdings in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's TTEC Holdings position peaked at $3K in Q4 2021.
  • 189 funds tracked by Wall St. Rank held TTEC Holdings as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.