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Burkett Financial Services’s TaskUs TASK Stock Holding History

Burkett Financial Services’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
2024
Q4 		– Sell
-175
Closed -$2.26K – 225
2024
Q3 		$2.26K Buy
175
+50
+40% +$708 ﹤0.01% 189
2024
Q2 		$1.66K Hold
125
– – ﹤0.01% 176
2024
Q1 		$1.46K Sell
125
-125
-50% -$1.56K ﹤0.01% 179
2023
Q4 		$3.27K Buy
+250
New +$2.77K ﹤0.01% 164

Other funds holding TASK

TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Seldon Capital San Francisco, California $272M AUM 90.68% 1-Year Est. Return

Burkett Financial Services's TASK Position: Q4 2024 in Review

Burkett Financial Services sold out of TaskUs (TASK) in Q4 2024, closing a stake of 175 shares — an estimated $2.26K sold.

Burkett Financial Services first reported a position in TASK in Q4 2023 and held it in 4 quarters. The position peaked at $3.27K in Q4 2023. 104 funds tracked by Wall St. Rank hold TASK as of Q4 2024.

  • Burkett Financial Services reported no remaining TaskUs position as of Q4 2024 after selling out during the quarter.
  • Burkett Financial Services sold 175 TaskUs shares in Q4 2024, an estimated $2.26K.
  • Burkett Financial Services first reported a position in TaskUs in Q4 2023 and held it in 4 quarters.
  • Burkett Financial Services's TaskUs position peaked at $3.27K in Q4 2023.
  • 104 funds tracked by Wall St. Rank held TaskUs as of Q4 2024.

Based on Burkett Financial Services's 13F filing for Q4 2024, filed 6 Jan 2025.