BerganKDV Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

BerganKDV 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
2023 Q2	$786	Hold	50	–	–	﹤0.01%	776
2023 Q1	$824	Hold	50	–	–	﹤0.01%	925
2022 Q4	$780	Hold	50	–	–	﹤0.01%	908
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	928
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	935
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	962
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	1016
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	1001
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	949
2021 Q1	$1K	Hold	50	–	–	﹤0.01%	894
2020 Q4	$1K	Hold	50	–	–	﹤0.01%	900
2020 Q3	$1K	Hold	50	–	–	﹤0.01%	867
2020 Q2	$1K	Hold	50	–	–	﹤0.01%	904
2020 Q1	$1K	Hold	50	–	–	﹤0.01%	881
2019 Q4	$1K	Buy	+50	New	+$957	﹤0.01%	898
2019 Q2	–	Sell	-50	Closed	-$1K	–	769
2019 Q1	$1K	Buy	+50	New	+$1.01K	﹤0.01%	717

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

BerganKDV Wealth Management's TAK Position: Q2 2023 in Review

BerganKDV Wealth Management held its Takeda Pharmaceutical (TAK) position steady in Q2 2023 at 50 shares worth $786. The position accounts for ﹤0.01% of the portfolio, ranked #776.

BerganKDV Wealth Management first reported a position in TAK in Q1 2019 and has held it in 16 quarters since. The position peaked at $1K in Q3 2022. 310 funds tracked by Wall St. Rank hold TAK as of Q2 2023.

BerganKDV Wealth Management held 50 shares of Takeda Pharmaceutical worth $786 as of Q2 2023.
BerganKDV Wealth Management left its Takeda Pharmaceutical share count unchanged in Q2 2023.
Takeda Pharmaceutical made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #776 holding.
BerganKDV Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 16 quarters since.
BerganKDV Wealth Management's Takeda Pharmaceutical position peaked at $1K in Q3 2022.
310 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.