San Luis Wealth Advisors’s TaskUs TASK Stock Holding History

San Luis 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 Q2	–	Sell	-105	Closed	-$6K	–	383
2022 Q1	$6K	Buy	+105	New	+$3.7K	﹤0.01%	393

Other funds holding TASK

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return

3CP

3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

San Luis Wealth Advisors's TASK Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of TaskUs (TASK) in Q2 2022, closing a stake of 105 shares — an estimated $6K sold.

San Luis Wealth Advisors first reported a position in TASK in Q1 2022 and held it in 1 quarter. The position peaked at $6K in Q1 2022. 104 funds tracked by Wall St. Rank hold TASK as of Q2 2022.

San Luis Wealth Advisors reported no remaining TaskUs position as of Q2 2022 after selling out during the quarter.
San Luis Wealth Advisors sold 105 TaskUs shares in Q2 2022, an estimated $6K.
San Luis Wealth Advisors first reported a position in TaskUs in Q1 2022 and held it in 1 quarter.
San Luis Wealth Advisors's TaskUs position peaked at $6K in Q1 2022.
104 funds tracked by Wall St. Rank held TaskUs as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.