BDO Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

BDO Wealth 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
2023 Q2	$1.62K	Buy	103 +78	+312%	+$1.28K	﹤0.01%	874
2023 Q1	$412	Hold	25	–	–	﹤0.01%	1011
2022 Q4	$390	Hold	25	–	–	﹤0.01%	965
2022 Q3	$0	Hold	25	–	–	﹤0.01%	1135
2022 Q2	$0	Hold	25	–	–	﹤0.01%	1114
2022 Q1	$0	Hold	25	–	–	﹤0.01%	1136
2021 Q4	$0	Buy	+25	New	+$351	﹤0.01%	1147
2021 Q1	–	Sell	-107	Closed	-$2K	–	1266
2020 Q4	$2K	Hold	107	–	–	﹤0.01%	793
2020 Q3	$2K	Buy	+107	New	+$1.95K	﹤0.01%	715

Other funds holding TAK

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

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

BDO Wealth Advisors's TAK Position: Q2 2023 in Review

BDO Wealth Advisors increased its Takeda Pharmaceutical (TAK) stake by 312% in Q2 2023, buying an estimated $1.28K and bringing the position to 103 shares worth $1.62K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

BDO Wealth Advisors first reported a position in TAK in Q3 2020 and has held it in 9 quarters since. The position peaked at $2K in Q4 2020. 310 funds tracked by Wall St. Rank hold TAK as of Q2 2023.

BDO Wealth Advisors held 103 shares of Takeda Pharmaceutical worth $1.62K as of Q2 2023.
BDO Wealth Advisors bought 78 Takeda Pharmaceutical shares in Q2 2023, an estimated $1.28K.
Takeda Pharmaceutical made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #874 holding.
BDO Wealth Advisors first reported a position in Takeda Pharmaceutical in Q3 2020 and has held it in 9 quarters since.
BDO Wealth Advisors's Takeda Pharmaceutical position peaked at $2K in Q4 2020.
310 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.