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TCI Wealth Advisors’s TTEC Holdings TTEC Stock Holding History

TCI Wealth Advisors’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
-121
Closed -$4.5K – 2090
2023
Q1 		$4.5K Sell
121
-82
-40% -$3.67K ﹤0.01% 1601
2022
Q4 		$8.96K Buy
203
+59
+41% +$2.65K ﹤0.01% 1144
2022
Q3 		$6K Sell
144
-127
-47% -$7.55K ﹤0.01% 1383
2022
Q2 		$18K Buy
271
+151
+126% +$10.6K ﹤0.01% 691
2022
Q1 		$10K Sell
120
-55
-31% -$4.41K ﹤0.01% 1122
2021
Q4 		$16K Buy
175
+15
+9% +$1.36K ﹤0.01% 841
2021
Q3 		$15K Buy
160
+12
+8% +$1.23K ﹤0.01% 840
2021
Q2 		$15K Buy
148
+28
+23% +$2.91K ﹤0.01% 731
2021
Q1 		$12K Buy
+120
New +$10.2K 0.01% 776

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

TCI Wealth Advisors's TTEC Position: Q2 2023 in Review

TCI Wealth Advisors sold out of TTEC Holdings (TTEC) in Q2 2023, closing a stake of 121 shares — an estimated $4.5K sold.

TCI Wealth Advisors first reported a position in TTEC in Q1 2021 and held it in 9 quarters. The position peaked at $18K in Q2 2022. 192 funds tracked by Wall St. Rank hold TTEC as of Q2 2023.

  • TCI Wealth Advisors reported no remaining TTEC Holdings position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 121 TTEC Holdings shares in Q2 2023, an estimated $4.5K.
  • TCI Wealth Advisors first reported a position in TTEC Holdings in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's TTEC Holdings position peaked at $18K in Q2 2022.
  • 192 funds tracked by Wall St. Rank held TTEC Holdings as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.