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Burkett Financial Services’s Takeda Pharmaceutical TAK Stock Holding History

Burkett Financial Services’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
-100
Closed -$1.42K – 224
2024
Q3 		$1.42K Hold
100
– – ﹤0.01% 195
2024
Q2 		$1.29K Hold
100
– – ﹤0.01% 178
2024
Q1 		$1.39K Hold
100
– – ﹤0.01% 180
2023
Q4 		$1.43K Buy
+100
New +$1.42K ﹤0.01% 177

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Burkett Financial Services's TAK Position: Q4 2024 in Review

Burkett Financial Services sold out of Takeda Pharmaceutical (TAK) in Q4 2024, closing a stake of 100 shares — an estimated $1.42K sold.

Burkett Financial Services first reported a position in TAK in Q4 2023 and held it in 4 quarters. The position peaked at $1.43K in Q4 2023. 299 funds tracked by Wall St. Rank hold TAK as of Q4 2024.

  • Burkett Financial Services reported no remaining Takeda Pharmaceutical position as of Q4 2024 after selling out during the quarter.
  • Burkett Financial Services sold 100 Takeda Pharmaceutical shares in Q4 2024, an estimated $1.42K.
  • Burkett Financial Services first reported a position in Takeda Pharmaceutical in Q4 2023 and held it in 4 quarters.
  • Burkett Financial Services's Takeda Pharmaceutical position peaked at $1.43K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2024.

Based on Burkett Financial Services's 13F filing for Q4 2024, filed 6 Jan 2025.