CAPTRUST Financial Advisors
TASK icon

CAPTRUST Financial Advisors’s TaskUs TASK Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-920
Closed -$16K – 3830
2022
Q2 		$16K Buy
920
+570
+163% +$14.5K ﹤0.01% 3502
2022
Q1 		$13K Hold
350
– – ﹤0.01% 3672
2021
Q4 		$19K Buy
+350
New +$19.1K ﹤0.01% 3323

Other funds holding TASK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

CAPTRUST Financial Advisors's TASK Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of TaskUs (TASK) in Q3 2022, closing a stake of 920 shares — an estimated $16K sold.

CAPTRUST Financial Advisors first reported a position in TASK in Q4 2021 and held it in 3 quarters. The position peaked at $19K in Q4 2021. 101 funds tracked by Wall St. Rank hold TASK as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining TaskUs position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 920 TaskUs shares in Q3 2022, an estimated $16K.
  • CAPTRUST Financial Advisors first reported a position in TaskUs in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's TaskUs position peaked at $19K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held TaskUs as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.