TSWM
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Tyler-Stone Wealth Management’s TaskUs TASK Stock Holding History

Tyler-Stone 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
2022
Q1 		– Sell
-8,950
Closed -$483K – 944
2021
Q4 		$483K Buy
+8,950
New +$488K 0.26% 87

Other funds holding TASK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
3CP
3G Capital Partners New York $282M AUM 22.21% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Tyler-Stone Wealth Management's TASK Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of TaskUs (TASK) in Q1 2022, closing a stake of 8,950 shares — an estimated $483K sold.

Tyler-Stone Wealth Management first reported a position in TASK in Q4 2021 and held it in 1 quarter. The position peaked at $483K in Q4 2021. 131 funds tracked by Wall St. Rank hold TASK as of Q1 2022.

  • Tyler-Stone Wealth Management reported no remaining TaskUs position as of Q1 2022 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 8,950 TaskUs shares in Q1 2022, an estimated $483K.
  • Tyler-Stone Wealth Management first reported a position in TaskUs in Q4 2021 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's TaskUs position peaked at $483K in Q4 2021.
  • 131 funds tracked by Wall St. Rank held TaskUs as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.