Advisor OS’s TaskUs TASK Stock Holding History

Advisor OS’s Portfolio TASK Stock Details TASK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-7,257	Closed	-$392K	–	244
2021 Q4	$392K	Buy	+7,257	New	+$396K	0.08%	193

Other funds holding TASK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

3CP

3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Advisor OS's TASK Position: Q1 2022 in Review

Advisor OS sold out of TaskUs (TASK) in Q1 2022, closing a stake of 7,257 shares — an estimated $392K sold.

Advisor OS first reported a position in TASK in Q4 2021 and held it in 1 quarter. The position peaked at $392K in Q4 2021. 131 funds tracked by Wall St. Rank hold TASK as of Q1 2022.

Advisor OS reported no remaining TaskUs position as of Q1 2022 after selling out during the quarter.
Advisor OS sold 7,257 TaskUs shares in Q1 2022, an estimated $392K.
Advisor OS first reported a position in TaskUs in Q4 2021 and held it in 1 quarter.
Advisor OS's TaskUs position peaked at $392K in Q4 2021.
131 funds tracked by Wall St. Rank held TaskUs as of Q1 2022.

Based on Advisor OS's 13F filing for Q1 2022, filed 11 May 2022.