Janney Montgomery Scott
TASK icon

Janney Montgomery Scott’s TaskUs TASK Stock Holding History

Janney Montgomery Scott’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
2025
Q1 		– Sell
-36,216
Closed -$613K – 2864
2024
Q4 		$613K Buy
+36,216
New +$519K ﹤0.01% 1867
2024
Q2 		– Sell
-107,950
Closed -$1.26M – 2807
2024
Q1 		$1.26M Buy
107,950
+37,505
+53% +$469K ﹤0.01% 1399
2023
Q4 		$921K Sell
70,445
-11,199
-14% -$124K ﹤0.01% 1492
2023
Q3 		$847K Buy
+81,644
New +$878K ﹤0.01% 1429

Other funds holding TASK

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DI
Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Janney Montgomery Scott's TASK Position: Q1 2025 in Review

Janney Montgomery Scott sold out of TaskUs (TASK) in Q1 2025, closing a stake of 36,216 shares — an estimated $613K sold.

Janney Montgomery Scott first reported a position in TASK in Q3 2023 and held it in 4 quarters. The position peaked at $1.26M in Q1 2024. 105 funds tracked by Wall St. Rank hold TASK as of Q1 2025.

  • Janney Montgomery Scott reported no remaining TaskUs position as of Q1 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 36,216 TaskUs shares in Q1 2025, an estimated $613K.
  • Janney Montgomery Scott first reported a position in TaskUs in Q3 2023 and held it in 4 quarters.
  • Janney Montgomery Scott's TaskUs position peaked at $1.26M in Q1 2024.
  • 105 funds tracked by Wall St. Rank held TaskUs as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.