Crewe Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Crewe 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
2023 Q2	–	Sell	-296	Closed	-$4.88K	–	1000
2023 Q1	$4.88K	Hold	296	–	–	﹤0.01%	637
2022 Q4	$4.62K	Hold	296	–	–	﹤0.01%	689
2022 Q3	$4K	Hold	296	–	–	﹤0.01%	913
2022 Q2	$4K	Buy	+296	New	+$4.22K	﹤0.01%	842
2020 Q4	–	Sell	-136	Closed	-$2K	–	632
2020 Q3	$2K	Buy	+136	New	+$2.48K	﹤0.01%	536

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Crewe Advisors's TAK Position: Q2 2023 in Review

Crewe Advisors sold out of Takeda Pharmaceutical (TAK) in Q2 2023, closing a stake of 296 shares — an estimated $4.88K sold.

Crewe Advisors first reported a position in TAK in Q3 2020 and held it in 5 quarters. The position peaked at $4.88K in Q1 2023. 310 funds tracked by Wall St. Rank hold TAK as of Q2 2023.

Crewe Advisors reported no remaining Takeda Pharmaceutical position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 296 Takeda Pharmaceutical shares in Q2 2023, an estimated $4.88K.
Crewe Advisors first reported a position in Takeda Pharmaceutical in Q3 2020 and held it in 5 quarters.
Crewe Advisors's Takeda Pharmaceutical position peaked at $4.88K in Q1 2023.
310 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.