Altium Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Altium 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
2022 Q2	$491K	Buy	34,938 +6,402	+22%	+$91.4K	0.04%	244
2022 Q1	$409K	Buy	28,536 +13,323	+88%	+$196K	0.03%	283
2021 Q4	$207K	Sell	15,213 -1,762	-10%	-$24.7K	0.01%	362
2021 Q3	$278K	Sell	16,975 -1,153	-6%	-$19.4K	0.02%	316
2021 Q2	$305K	Sell	18,128 -6,995	-28%	-$119K	0.02%	314
2021 Q1	$459K	Buy	25,123 +2,654	+12%	+$47.8K	0.04%	239
2020 Q4	$409K	Sell	22,469 -2,109	-9%	-$37K	0.04%	236
2020 Q3	$438K	Buy	24,578 +3,183	+15%	+$58K	0.05%	197
2020 Q2	$384K	Buy	21,395 +7,200	+51%	+$129K	0.04%	228
2020 Q1	$215K	Buy	+14,195	New	+$257K	0.03%	287

Other funds holding TAK

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Altium Wealth Management's TAK Position: Q2 2022 in Review

Altium Wealth Management increased its Takeda Pharmaceutical (TAK) stake by 22% in Q2 2022, buying an estimated $91.4K and bringing the position to 34,938 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #244.

Altium Wealth Management first reported a position in TAK in Q1 2020 and has held it in 10 quarters since. 282 funds tracked by Wall St. Rank hold TAK as of Q2 2022.

Altium Wealth Management held 34,938 shares of Takeda Pharmaceutical worth $491K as of Q2 2022.
Altium Wealth Management bought 6,402 Takeda Pharmaceutical shares in Q2 2022, an estimated $91.4K.
Takeda Pharmaceutical made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #244 holding.
Altium Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2020 and has held it in 10 quarters since.
282 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.