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AJ Wealth Strategies’s TaskUs TASK Stock Holding History

AJ Wealth Strategies’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
Q4 		– Sell
-10,601
Closed -$171K – 332
2022
Q3 		$171K Hold
10,601
– – 0.01% 284
2022
Q2 		$179K Hold
10,601
– – 0.01% 283
2022
Q1 		$408K Buy
+10,601
New +$373K 0.02% 217

Other funds holding TASK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AJ Wealth Strategies's TASK Position: Q4 2022 in Review

AJ Wealth Strategies sold out of TaskUs (TASK) in Q4 2022, closing a stake of 10,601 shares — an estimated $171K sold.

AJ Wealth Strategies first reported a position in TASK in Q1 2022 and held it in 3 quarters. The position peaked at $408K in Q1 2022. 103 funds tracked by Wall St. Rank hold TASK as of Q4 2022.

  • AJ Wealth Strategies reported no remaining TaskUs position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 10,601 TaskUs shares in Q4 2022, an estimated $171K.
  • AJ Wealth Strategies first reported a position in TaskUs in Q1 2022 and held it in 3 quarters.
  • AJ Wealth Strategies's TaskUs position peaked at $408K in Q1 2022.
  • 103 funds tracked by Wall St. Rank held TaskUs as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.