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Financial Advocates Investment Management’s TaskUs TASK Stock Holding History

Financial Advocates Investment 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
-5,985
Closed -$323K – 813
2021
Q4 		$323K Buy
+5,985
New +$326K 0.02% 614

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 $315B AUM 27.84% 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 $4.79B AUM 30.56% 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

Financial Advocates Investment Management's TASK Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of TaskUs (TASK) in Q1 2022, closing a stake of 5,985 shares — an estimated $323K sold.

Financial Advocates Investment Management first reported a position in TASK in Q4 2021 and held it in 1 quarter. The position peaked at $323K in Q4 2021. 131 funds tracked by Wall St. Rank hold TASK as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining TaskUs position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 5,985 TaskUs shares in Q1 2022, an estimated $323K.
  • Financial Advocates Investment Management first reported a position in TaskUs in Q4 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's TaskUs position peaked at $323K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held TaskUs as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.