TCI Wealth Advisors’s TaskUs TASK Stock Holding History

TCI 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
2023 Q2	–	Sell	-45	Closed	-$650	–	2010
2023 Q1	$650	Hold	45	–	–	﹤0.01%	2177
2022 Q4	$760	Hold	45	–	–	﹤0.01%	2160
2022 Q3	$1K	Hold	45	–	–	﹤0.01%	2162
2022 Q2	$1K	Hold	45	–	–	﹤0.01%	2208
2022 Q1	$2K	Hold	45	–	–	﹤0.01%	2030
2021 Q4	$2K	Buy	+45	New	+$2.45K	﹤0.01%	2125

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

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

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

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TCI Wealth Advisors's TASK Position: Q2 2023 in Review

TCI Wealth Advisors sold out of TaskUs (TASK) in Q2 2023, closing a stake of 45 shares — an estimated $650 sold.

TCI Wealth Advisors first reported a position in TASK in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 96 funds tracked by Wall St. Rank hold TASK as of Q2 2023.

TCI Wealth Advisors reported no remaining TaskUs position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 45 TaskUs shares in Q2 2023, an estimated $650.
TCI Wealth Advisors first reported a position in TaskUs in Q4 2021 and held it in 6 quarters.
TCI Wealth Advisors's TaskUs position peaked at $2K in Q1 2022.
96 funds tracked by Wall St. Rank held TaskUs as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.