Northwestern Mutual Wealth Management
TASK icon

Northwestern Mutual Wealth Management’s TaskUs TASK Stock Holding History

Northwestern Mutual 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
2024
Q3 		– Sell
-23
Closed -$306 – 3840
2024
Q2 		$306 Buy
+23
New +$296 ﹤0.01% 3329
2023
Q2 		– Sell
-430
Closed -$6.21K – 3600
2023
Q1 		$6.21K Buy
+430
New +$7.49K ﹤0.01% 2675

Other funds holding TASK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
DI
Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Northwestern Mutual Wealth Management's TASK Position: Q3 2024 in Review

Northwestern Mutual Wealth Management sold out of TaskUs (TASK) in Q3 2024, closing a stake of 23 shares — an estimated $306 sold.

Northwestern Mutual Wealth Management first reported a position in TASK in Q1 2023 and held it in 2 quarters. The position peaked at $6.21K in Q1 2023. 96 funds tracked by Wall St. Rank hold TASK as of Q3 2024.

  • Northwestern Mutual Wealth Management reported no remaining TaskUs position as of Q3 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 23 TaskUs shares in Q3 2024, an estimated $306.
  • Northwestern Mutual Wealth Management first reported a position in TaskUs in Q1 2023 and held it in 2 quarters.
  • Northwestern Mutual Wealth Management's TaskUs position peaked at $6.21K in Q1 2023.
  • 96 funds tracked by Wall St. Rank held TaskUs as of Q3 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.