SPC
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Sigma Planning Corp’s TaskUs TASK Stock Holding History

Sigma Planning Corp’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
-20,700
Closed -$796K – 1427
2022
Q1 		$796K Sell
20,700
-900
-4% -$31.7K 0.02% 632
2021
Q4 		$1.17M Buy
+21,600
New +$1.18M 0.03% 485

Other funds holding TASK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sigma Planning Corp's TASK Position: Q2 2022 in Review

Sigma Planning Corp sold out of TaskUs (TASK) in Q2 2022, closing a stake of 20,700 shares — an estimated $796K sold.

Sigma Planning Corp first reported a position in TASK in Q4 2021 and held it in 2 quarters. The position peaked at $1.17M in Q4 2021. 104 funds tracked by Wall St. Rank hold TASK as of Q2 2022.

  • Sigma Planning Corp reported no remaining TaskUs position as of Q2 2022 after selling out during the quarter.
  • Sigma Planning Corp sold 20,700 TaskUs shares in Q2 2022, an estimated $796K.
  • Sigma Planning Corp first reported a position in TaskUs in Q4 2021 and held it in 2 quarters.
  • Sigma Planning Corp's TaskUs position peaked at $1.17M in Q4 2021.
  • 104 funds tracked by Wall St. Rank held TaskUs as of Q2 2022.

Based on Sigma Planning Corp's 13F filing for Q2 2022, filed 11 Aug 2022.