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JP Morgan Private Wealth Advisors’s TaskUs TASK Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		– Sell
-12,042
Closed -$203K – 1979
2022
Q2 		$203K Sell
12,042
-4,424
-27% -$113K ﹤0.01% 1822
2022
Q1 		$633K Buy
16,466
+3,630
+28% +$128K ﹤0.01% 1425
2021
Q4 		$693K Buy
12,836
+6,423
+100% +$350K ﹤0.01% 1413
2021
Q3 		$426K Buy
+6,413
New +$304K ﹤0.01% 1565

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $4.65B AUM 23.83% 1-Year Est. Return
TI
Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

JP Morgan Private Wealth Advisors's TASK Position: Q3 2022 in Review

JP Morgan Private Wealth Advisors sold out of TaskUs (TASK) in Q3 2022, closing a stake of 12,042 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in TASK in Q3 2021 and held it in 4 quarters. The position peaked at $693K in Q4 2021. 101 funds tracked by Wall St. Rank hold TASK as of Q3 2022.

  • JP Morgan Private Wealth Advisors reported no remaining TaskUs position as of Q3 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 12,042 TaskUs shares in Q3 2022, an estimated $203K.
  • JP Morgan Private Wealth Advisors first reported a position in TaskUs in Q3 2021 and held it in 4 quarters.
  • JP Morgan Private Wealth Advisors's TaskUs position peaked at $693K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held TaskUs as of Q3 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.