Benjamin Edwards Inc’s Takeda Pharmaceutical TAK Stock Holding History

Benjamin Edwards Inc’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 Q3	–	Sell	-151	Closed	-$2K	–	1194
2024 Q2	$2K	Hold	151	–	–	﹤0.01%	664
2024 Q1	$2K	Hold	151	–	–	﹤0.01%	695
2023 Q4	$2K	Hold	151	–	–	﹤0.01%	624
2023 Q3	$2K	Hold	151	–	–	﹤0.01%	620
2023 Q2	$2K	Hold	151	–	–	﹤0.01%	649
2023 Q1	$2K	Buy	+151	New	+$2.4K	﹤0.01%	669

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

BIP

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Benjamin Edwards Inc's TAK Position: Q3 2024 in Review

Benjamin Edwards Inc sold out of Takeda Pharmaceutical (TAK) in Q3 2024, closing a stake of 151 shares — an estimated $2K sold.

Benjamin Edwards Inc first reported a position in TAK in Q1 2023 and held it in 6 quarters. The position peaked at $2K in Q2 2024. 298 funds tracked by Wall St. Rank hold TAK as of Q3 2024.

Benjamin Edwards Inc reported no remaining Takeda Pharmaceutical position as of Q3 2024 after selling out during the quarter.
Benjamin Edwards Inc sold 151 Takeda Pharmaceutical shares in Q3 2024, an estimated $2K.
Benjamin Edwards Inc first reported a position in Takeda Pharmaceutical in Q1 2023 and held it in 6 quarters.
Benjamin Edwards Inc's Takeda Pharmaceutical position peaked at $2K in Q2 2024.
298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2024.

Based on Benjamin Edwards Inc's 13F filing for Q3 2024, filed 14 Nov 2024.