PFG Private Wealth Management’s TaskUs TASK Stock Holding History

PFG Private 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 Q4	–	Sell	-11	Closed	-$114	–	295
2023 Q3	$114	Buy	+11	New	+$118	﹤0.01%	284

Other funds holding TASK

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

PFG Private Wealth Management's TASK Position: Q4 2023 in Review

PFG Private Wealth Management sold out of TaskUs (TASK) in Q4 2023, closing a stake of 11 shares — an estimated $114 sold.

PFG Private Wealth Management first reported a position in TASK in Q3 2023 and held it in 1 quarter. The position peaked at $114 in Q3 2023. 88 funds tracked by Wall St. Rank hold TASK as of Q4 2023.

PFG Private Wealth Management reported no remaining TaskUs position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 11 TaskUs shares in Q4 2023, an estimated $114.
PFG Private Wealth Management first reported a position in TaskUs in Q3 2023 and held it in 1 quarter.
PFG Private Wealth Management's TaskUs position peaked at $114 in Q3 2023.
88 funds tracked by Wall St. Rank held TaskUs as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.