Tradewinds Capital Management’s TaskUs TASK Stock Holding History

Tradewinds Capital 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	-50	Closed	-$519	–	524
2023 Q3	$519	Hold	50	–	–	﹤0.01%	429
2023 Q2	$566	Hold	50	–	–	﹤0.01%	409
2023 Q1	$722	Hold	50	–	–	﹤0.01%	402
2022 Q4	$845	Hold	50	–	–	﹤0.01%	421
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	397
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	415
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	689
2021 Q4	$3K	Buy	+50	New	+$2.73K	﹤0.01%	651

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

Tradewinds Capital Management's TASK Position: Q4 2023 in Review

Tradewinds Capital Management sold out of TaskUs (TASK) in Q4 2023, closing a stake of 50 shares — an estimated $519 sold.

Tradewinds Capital Management first reported a position in TASK in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 88 funds tracked by Wall St. Rank hold TASK as of Q4 2023.

Tradewinds Capital Management reported no remaining TaskUs position as of Q4 2023 after selling out during the quarter.
Tradewinds Capital Management sold 50 TaskUs shares in Q4 2023, an estimated $519.
Tradewinds Capital Management first reported a position in TaskUs in Q4 2021 and held it in 8 quarters.
Tradewinds Capital Management's TaskUs position peaked at $3K in Q4 2021.
88 funds tracked by Wall St. Rank held TaskUs as of Q4 2023.

Based on Tradewinds Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.