Envestnet Asset Management
TASK icon

Envestnet Asset Management’s TaskUs TASK Stock Holding History

Envestnet Asset 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
2024
Q2 		– Sell
-15,962
Closed -$186K – 4294
2024
Q1 		$186K Sell
15,962
-3,440
-18% -$43K ﹤0.01% 3959
2023
Q4 		$254K Sell
19,402
-2,567
-12% -$28.4K ﹤0.01% 3707
2023
Q3 		$228K Sell
21,969
-10,353
-32% -$111K ﹤0.01% 3676
2023
Q2 		$366K Sell
32,322
-120,587
-79% -$1.47M ﹤0.01% 3382
2023
Q1 		$458K Buy
152,909
+112,401
+277% +$1.96M ﹤0.01% 3201
2022
Q4 		$685K Buy
+40,508
New +$761K ﹤0.01% 2908
2022
Q3 		– Sell
-22,044
Closed -$372K – 4032
2022
Q2 		$372K Sell
22,044
-2,247
-9% -$57.3K ﹤0.01% 3230
2022
Q1 		$934K Buy
24,291
+7,480
+44% +$263K ﹤0.01% 2716
2021
Q4 		$907K Buy
16,811
+12,878
+327% +$702K ﹤0.01% 2693
2021
Q3 		$261K Buy
+3,933
New +$187K ﹤0.01% 3368

Other funds holding TASK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 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
DI
Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Envestnet Asset Management's TASK Position: Q2 2024 in Review

Envestnet Asset Management sold out of TaskUs (TASK) in Q2 2024, closing a stake of 15,962 shares — an estimated $186K sold.

Envestnet Asset Management first reported a position in TASK in Q3 2021 and held it in 10 quarters. The position peaked at $934K in Q1 2022. 87 funds tracked by Wall St. Rank hold TASK as of Q2 2024.

  • Envestnet Asset Management reported no remaining TaskUs position as of Q2 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 15,962 TaskUs shares in Q2 2024, an estimated $186K.
  • Envestnet Asset Management first reported a position in TaskUs in Q3 2021 and held it in 10 quarters.
  • Envestnet Asset Management's TaskUs position peaked at $934K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held TaskUs as of Q2 2024.

Based on Envestnet Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.