Independent Financial Group’s TaskUs TASK Stock Holding History

Independent Financial Group’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
2021 Q4	–	Sell	-4,377	Closed	-$291K	–	832
2021 Q3	$291K	Buy	+4,377	New	+$208K	0.03%	536

Other funds holding TASK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Independent Financial Group's TASK Position: Q4 2021 in Review

Independent Financial Group sold out of TaskUs (TASK) in Q4 2021, closing a stake of 4,377 shares — an estimated $291K sold.

Independent Financial Group first reported a position in TASK in Q3 2021 and held it in 1 quarter. The position peaked at $291K in Q3 2021. 131 funds tracked by Wall St. Rank hold TASK as of Q4 2021.

Independent Financial Group reported no remaining TaskUs position as of Q4 2021 after selling out during the quarter.
Independent Financial Group sold 4,377 TaskUs shares in Q4 2021, an estimated $291K.
Independent Financial Group first reported a position in TaskUs in Q3 2021 and held it in 1 quarter.
Independent Financial Group's TaskUs position peaked at $291K in Q3 2021.
131 funds tracked by Wall St. Rank held TaskUs as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.