Atlas Capital Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Atlas Capital Advisors’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 Q1	–	Sell	-740	Closed	-$10.6K	–	957
2023 Q4	$10.6K	Sell	740 -1,290	-64%	-$18.3K	﹤0.01%	743
2023 Q3	$31.4K	Sell	2,030 -2,262	-53%	-$35K	0.01%	594
2023 Q2	$67.4K	Buy	4,292 +1,568	+58%	+$25.7K	0.01%	535
2023 Q1	$44.9K	Buy	+2,724	New	+$43.4K	0.01%	580

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 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

BIP

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Atlas Capital Advisors's TAK Position: Q1 2024 in Review

Atlas Capital Advisors sold out of Takeda Pharmaceutical (TAK) in Q1 2024, closing a stake of 740 shares — an estimated $10.6K sold.

Atlas Capital Advisors first reported a position in TAK in Q1 2023 and held it in 4 quarters. The position peaked at $67.4K in Q2 2023. 313 funds tracked by Wall St. Rank hold TAK as of Q1 2024.

Atlas Capital Advisors reported no remaining Takeda Pharmaceutical position as of Q1 2024 after selling out during the quarter.
Atlas Capital Advisors sold 740 Takeda Pharmaceutical shares in Q1 2024, an estimated $10.6K.
Atlas Capital Advisors first reported a position in Takeda Pharmaceutical in Q1 2023 and held it in 4 quarters.
Atlas Capital Advisors's Takeda Pharmaceutical position peaked at $67.4K in Q2 2023.
313 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2024.

Based on Atlas Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.