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Bogart Wealth LLC’s TaskUs TASK Stock Holding History

Bogart Wealth LLC’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
-20
Closed – – 1192
2022
Q3 		$0 Buy
+20
New +$353 ﹤0.01% 1135

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 $4.79B AUM 30.56% 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

Bogart Wealth LLC's TASK Position: Q4 2022 in Review

Bogart Wealth LLC sold out of TaskUs (TASK) in Q4 2022, closing a stake of 20 shares.

Bogart Wealth LLC first reported a position in TASK in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 103 funds tracked by Wall St. Rank hold TASK as of Q4 2022.

  • Bogart Wealth LLC reported no remaining TaskUs position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 20 TaskUs shares in Q4 2022.
  • Bogart Wealth LLC first reported a position in TaskUs in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's TaskUs position peaked at $0 in Q3 2022.
  • 103 funds tracked by Wall St. Rank held TaskUs as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.