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Institutional & Family Asset Management’s TaskUs TASK Stock Holding History

Institutional & Family 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
2023
Q2 		– Sell
-28
Closed -$404 – 790
2023
Q1 		$404 Buy
28
+1
+4% +$17 ﹤0.01% 687
2022
Q4 		$456 Hold
27
– – ﹤0.01% 666
2022
Q3 		$0 Hold
27
– – ﹤0.01% 774
2022
Q2 		$0 Hold
27
– – ﹤0.01% 791
2022
Q1 		$1K Buy
27
+5
+23% +$176 ﹤0.01% 732
2021
Q4 		$1K Buy
22
+7
+47% +$382 ﹤0.01% 762
2021
Q3 		$1K Buy
+15
New +$711 ﹤0.01% 878

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Institutional & Family Asset Management's TASK Position: Q2 2023 in Review

Institutional & Family Asset Management sold out of TaskUs (TASK) in Q2 2023, closing a stake of 28 shares — an estimated $404 sold.

Institutional & Family Asset Management first reported a position in TASK in Q3 2021 and held it in 7 quarters. The position peaked at $1K in Q1 2022. 96 funds tracked by Wall St. Rank hold TASK as of Q2 2023.

  • Institutional & Family Asset Management reported no remaining TaskUs position as of Q2 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 28 TaskUs shares in Q2 2023, an estimated $404.
  • Institutional & Family Asset Management first reported a position in TaskUs in Q3 2021 and held it in 7 quarters.
  • Institutional & Family Asset Management's TaskUs position peaked at $1K in Q1 2022.
  • 96 funds tracked by Wall St. Rank held TaskUs as of Q2 2023.

Based on Institutional & Family Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.