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Center for Financial Planning’s Takeda Pharmaceutical TAK Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-256
Closed -$3K – 655
2022
Q3 		$3K Buy
+256
New +$3.56K ﹤0.01% 497

Other funds holding TAK

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MIP
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CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Center for Financial Planning's TAK Position: Q4 2022 in Review

Center for Financial Planning sold out of Takeda Pharmaceutical (TAK) in Q4 2022, closing a stake of 256 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in TAK in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 281 funds tracked by Wall St. Rank hold TAK as of Q4 2022.

  • Center for Financial Planning reported no remaining Takeda Pharmaceutical position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 256 Takeda Pharmaceutical shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in Takeda Pharmaceutical in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Takeda Pharmaceutical position peaked at $3K in Q3 2022.
  • 281 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.