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Patriot Financial Group Insurance Agency’s TaskUs TASK Stock Holding History

Patriot Financial Group Insurance Agency’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
2021
Q4 		– Sell
-65
Closed -$4K – 2252
2021
Q3 		$4K Buy
+65
New +$3.08K ﹤0.01% 1795

Other funds holding TASK

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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
3CP
3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Patriot Financial Group Insurance Agency's TASK Position: Q4 2021 in Review

Patriot Financial Group Insurance Agency sold out of TaskUs (TASK) in Q4 2021, closing a stake of 65 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in TASK in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 131 funds tracked by Wall St. Rank hold TASK as of Q4 2021.

  • Patriot Financial Group Insurance Agency reported no remaining TaskUs position as of Q4 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 65 TaskUs shares in Q4 2021, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in TaskUs in Q3 2021 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's TaskUs position peaked at $4K in Q3 2021.
  • 131 funds tracked by Wall St. Rank held TaskUs as of Q4 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2021, filed 10 Jan 2022.