VSM Wealth Advisory’s TaskUs TASK Stock Holding History

VSM Wealth Advisory’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
2025 Q1	–	Sell	-100	Closed	-$1.69K	–	514
2024 Q4	$1.69K	Buy	+100	New	+$1.43K	﹤0.01%	437

Other funds holding TASK

Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dalton Investments Las Vegas, Nevada $103M AUM 3.77% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

VSM Wealth Advisory's TASK Position: Q1 2025 in Review

VSM Wealth Advisory sold out of TaskUs (TASK) in Q1 2025, closing a stake of 100 shares — an estimated $1.69K sold.

VSM Wealth Advisory first reported a position in TASK in Q4 2024 and held it in 1 quarter. The position peaked at $1.69K in Q4 2024. 105 funds tracked by Wall St. Rank hold TASK as of Q1 2025.

VSM Wealth Advisory reported no remaining TaskUs position as of Q1 2025 after selling out during the quarter.
VSM Wealth Advisory sold 100 TaskUs shares in Q1 2025, an estimated $1.69K.
VSM Wealth Advisory first reported a position in TaskUs in Q4 2024 and held it in 1 quarter.
VSM Wealth Advisory's TaskUs position peaked at $1.69K in Q4 2024.
105 funds tracked by Wall St. Rank held TaskUs as of Q1 2025.

Based on VSM Wealth Advisory's 13F filing for Q1 2025, filed 6 May 2025.