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Apollon Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Apollon 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
2024
Q4 		– Sell
-10,497
Closed -$149K – 1267
2024
Q3 		$149K Sell
10,497
-6,642
-39% -$94.2K ﹤0.01% 1081
2024
Q2 		$222K Sell
17,139
-1,440
-8% -$19.1K 0.01% 983
2024
Q1 		$258K Buy
18,579
+3,265
+21% +$47.5K 0.01% 930
2023
Q4 		$219K Buy
+15,314
New +$217K 0.01% 969

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Apollon Wealth Management's TAK Position: Q4 2024 in Review

Apollon Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q4 2024, closing a stake of 10,497 shares — an estimated $149K sold.

Apollon Wealth Management first reported a position in TAK in Q4 2023 and held it in 4 quarters. The position peaked at $258K in Q1 2024. 299 funds tracked by Wall St. Rank hold TAK as of Q4 2024.

  • Apollon Wealth Management reported no remaining Takeda Pharmaceutical position as of Q4 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 10,497 Takeda Pharmaceutical shares in Q4 2024, an estimated $149K.
  • Apollon Wealth Management first reported a position in Takeda Pharmaceutical in Q4 2023 and held it in 4 quarters.
  • Apollon Wealth Management's Takeda Pharmaceutical position peaked at $258K in Q1 2024.
  • 299 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.