Accel Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Accel Wealth Management’s Portfolio TAK Stock Details TAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,199	Closed	-$19.8K	–	778
2023 Q1	$19.8K	Hold	1,199	–	–	0.01%	720
2022 Q4	$18.7K	Buy	1,199 +3	+0.3%	+$42	0.01%	575
2022 Q3	$16K	Hold	1,196	–	–	0.01%	626
2022 Q2	$17K	Buy	1,196 +129	+12%	+$1.84K	0.01%	595
2022 Q1	$15K	Hold	1,067	–	–	0.01%	627
2021 Q4	$15K	Hold	1,067	–	–	0.01%	628
2021 Q3	$17K	Hold	1,067	–	–	0.01%	540
2021 Q2	$18K	Hold	1,067	–	–	0.01%	576
2021 Q1	$19K	Hold	1,067	–	–	0.02%	531
2020 Q4	$19K	Buy	+1,067	New	+$18.7K	0.02%	510

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Accel Wealth Management's TAK Position: Q2 2023 in Review

Accel Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q2 2023, closing a stake of 1,199 shares — an estimated $19.8K sold.

Accel Wealth Management first reported a position in TAK in Q4 2020 and held it in 10 quarters. The position peaked at $19.8K in Q1 2023. 310 funds tracked by Wall St. Rank hold TAK as of Q2 2023.

Accel Wealth Management reported no remaining Takeda Pharmaceutical position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,199 Takeda Pharmaceutical shares in Q2 2023, an estimated $19.8K.
Accel Wealth Management first reported a position in Takeda Pharmaceutical in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Takeda Pharmaceutical position peaked at $19.8K in Q1 2023.
310 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.