Baldwin Wealth Partners’s Takeda Pharmaceutical TAK Stock Holding History

Baldwin Wealth Partners’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	-35	Closed	-$498	–	918
2024 Q3	$498	Buy	+35	New	+$496	﹤0.01%	1030
2024 Q2	–	Sell	-35	Closed	-$486	–	822
2024 Q1	$486	Sell	35 -2,000	-98%	-$29.1K	﹤0.01%	672
2023 Q4	$29K	Hold	2,035	–	–	﹤0.01%	450
2023 Q3	$31.5K	Hold	2,035	–	–	﹤0.01%	451
2023 Q2	$32K	Hold	2,035	–	–	﹤0.01%	473
2023 Q1	$33.5K	Hold	2,035	–	–	﹤0.01%	472
2022 Q4	$31.7K	Buy	2,035 +2,000	+5,714%	+$27.9K	﹤0.01%	478
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	652
2022 Q2	$0	Hold	35	–	–	﹤0.01%	703
2022 Q1	$1K	Hold	35	–	–	﹤0.01%	659
2021 Q4	$0	Hold	35	–	–	﹤0.01%	654
2021 Q3	$1K	Hold	35	–	–	﹤0.01%	637
2021 Q2	$1K	Hold	35	–	–	﹤0.01%	651
2021 Q1	$1K	Hold	35	–	–	﹤0.01%	617
2020 Q4	$1K	Hold	35	–	–	﹤0.01%	545
2020 Q3	$1K	Hold	35	–	–	﹤0.01%	529
2020 Q2	$1K	Hold	35	–	–	﹤0.01%	523
2020 Q1	$1K	Hold	35	–	–	﹤0.01%	539
2019 Q4	$1K	Hold	35	–	–	﹤0.01%	533
2019 Q3	$1K	Hold	35	–	–	﹤0.01%	512
2019 Q2	$1K	Hold	35	–	–	﹤0.01%	502
2019 Q1	$1K	Buy	+35	New	+$704	﹤0.01%	501

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baldwin Wealth Partners's TAK Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Takeda Pharmaceutical (TAK) in Q4 2024, closing a stake of 35 shares — an estimated $498 sold.

Baldwin Wealth Partners first reported a position in TAK in Q1 2019 and held it in 22 quarters. The position peaked at $33.5K in Q1 2023. 301 funds tracked by Wall St. Rank hold TAK as of Q4 2024.

Baldwin Wealth Partners reported no remaining Takeda Pharmaceutical position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 35 Takeda Pharmaceutical shares in Q4 2024, an estimated $498.
Baldwin Wealth Partners first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 22 quarters.
Baldwin Wealth Partners's Takeda Pharmaceutical position peaked at $33.5K in Q1 2023.
301 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.