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Alterna Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Alterna 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
Q3 		– Sell
-13,975
Closed -$220K – 107
2023
Q2 		$220K Buy
+13,975
New +$229K 0.25% 93

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alterna Wealth Management's TAK Position: Q3 2023 in Review

Alterna Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q3 2023, closing a stake of 13,975 shares — an estimated $220K sold.

Alterna Wealth Management first reported a position in TAK in Q2 2023 and held it in 1 quarter. The position peaked at $220K in Q2 2023. 312 funds tracked by Wall St. Rank hold TAK as of Q3 2023.

  • Alterna Wealth Management reported no remaining Takeda Pharmaceutical position as of Q3 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 13,975 Takeda Pharmaceutical shares in Q3 2023, an estimated $220K.
  • Alterna Wealth Management first reported a position in Takeda Pharmaceutical in Q2 2023 and held it in 1 quarter.
  • Alterna Wealth Management's Takeda Pharmaceutical position peaked at $220K in Q2 2023.
  • 312 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2023.

Based on Alterna Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.