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Cetera Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Cetera 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
2024
Q1 		$240K Buy
+17,278
New +$251K ﹤0.01% 2093
2022
Q2 		– Sell
-33,714
Closed -$483K – 1470
2022
Q1 		$483K Buy
33,714
+5,377
+19% +$78.9K 0.01% 897
2021
Q4 		$386K Buy
+28,337
New +$398K 0.01% 997

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cetera Advisors's TAK Position: Q1 2024 in Review

Cetera Advisors opened a new position in Takeda Pharmaceutical (TAK) in Q1 2024: 17,278 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #2093 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in TAK as recently as Q1 2022.

Cetera Advisors first reported a position in TAK in Q4 2021 and has held it in 3 quarters since. The position peaked at $483K in Q1 2022. 314 funds tracked by Wall St. Rank hold TAK as of Q1 2024.

  • Cetera Advisors held 17,278 shares of Takeda Pharmaceutical worth $240K as of Q1 2024.
  • Takeda Pharmaceutical was a new Cetera Advisors position in Q1 2024.
  • Takeda Pharmaceutical made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2093 holding.
  • Cetera Advisors first reported a position in Takeda Pharmaceutical in Q4 2021 and has held it in 3 quarters since.
  • Cetera Advisors's Takeda Pharmaceutical position peaked at $483K in Q1 2022.
  • 314 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.