MWM
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MinichMacGregor Wealth Management’s TaskUs TASK Stock Holding History

MinichMacGregor Wealth 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
Q1 		– Sell
-100
Closed -$1.69K – 583
2022
Q4 		$1.69K Buy
+100
New +$1.88K ﹤0.01% 584

Other funds holding TASK

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
TI
Think Investments San Francisco, California $762M AUM 33.1% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MinichMacGregor Wealth Management's TASK Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of TaskUs (TASK) in Q1 2023, closing a stake of 100 shares — an estimated $1.69K sold.

MinichMacGregor Wealth Management first reported a position in TASK in Q4 2022 and held it in 1 quarter. The position peaked at $1.69K in Q4 2022. 99 funds tracked by Wall St. Rank hold TASK as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining TaskUs position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 100 TaskUs shares in Q1 2023, an estimated $1.69K.
  • MinichMacGregor Wealth Management first reported a position in TaskUs in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's TaskUs position peaked at $1.69K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held TaskUs as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.