Avior Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Avior 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 Q2	–	Sell	-711	Closed	-$9.88K	–	3567
2024 Q1	$9.88K	Buy	+711	New	+$10.3K	﹤0.01%	1878
2023 Q2	–	Sell	-13	Closed	-$214	–	1667
2023 Q1	$214	Buy	+13	New	+$207	﹤0.01%	1563
2020 Q4	–	Sell	-45	Closed	–	–	1076
2020 Q3	$0	Buy	+45	New	+$819	﹤0.01%	1017

Other funds holding TAK

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avior Wealth Management's TAK Position: Q2 2024 in Review

Avior Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q2 2024, closing a stake of 711 shares — an estimated $9.88K sold.

Avior Wealth Management first reported a position in TAK in Q3 2020 and held it in 3 quarters. The position peaked at $9.88K in Q1 2024. 283 funds tracked by Wall St. Rank hold TAK as of Q2 2024.

Avior Wealth Management reported no remaining Takeda Pharmaceutical position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 711 Takeda Pharmaceutical shares in Q2 2024, an estimated $9.88K.
Avior Wealth Management first reported a position in Takeda Pharmaceutical in Q3 2020 and held it in 3 quarters.
Avior Wealth Management's Takeda Pharmaceutical position peaked at $9.88K in Q1 2024.
283 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.