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Blue Bell Private Wealth Management’s TaskUs TASK Stock Holding History

Blue Bell Private Wealth Management’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
-35
Closed -$2K – 931
2021
Q4 		$2K Buy
+35
New +$1.91K ﹤0.01% 709

Other funds holding TASK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
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

Blue Bell Private Wealth Management's TASK Position: Q1 2022 in Review

Blue Bell Private Wealth Management sold out of TaskUs (TASK) in Q1 2022, closing a stake of 35 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in TASK in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 131 funds tracked by Wall St. Rank hold TASK as of Q1 2022.

  • Blue Bell Private Wealth Management reported no remaining TaskUs position as of Q1 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 35 TaskUs shares in Q1 2022, an estimated $2K.
  • Blue Bell Private Wealth Management first reported a position in TaskUs in Q4 2021 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's TaskUs position peaked at $2K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held TaskUs as of Q1 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.