Edge Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Edge 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
2022 Q1	–	Sell	-327	Closed	-$4K	–	409
2021 Q4	$4K	Hold	327	–	–	﹤0.01%	361
2021 Q3	$5K	Hold	327	–	–	﹤0.01%	352
2021 Q2	$6K	Hold	327	–	–	﹤0.01%	338
2021 Q1	$6K	Hold	327	–	–	﹤0.01%	329
2020 Q4	$6K	Hold	327	–	–	﹤0.01%	292
2020 Q3	$6K	Sell	327 -1,006	-75%	-$18.3K	﹤0.01%	350
2020 Q2	$24K	Hold	1,333	–	–	﹤0.01%	338
2020 Q1	$20K	Hold	1,333	–	–	﹤0.01%	316
2019 Q4	$26K	Sell	1,333 -1,031	-44%	-$19.7K	0.01%	310
2019 Q3	$40K	Hold	2,364	–	–	0.01%	270
2019 Q2	$42K	Sell	2,364 -352	-13%	-$6.41K	0.01%	274
2019 Q1	$55K	Buy	+2,716	New	+$54.7K	0.01%	233

Other funds holding TAK

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

Edge Wealth Management's TAK Position: Q1 2022 in Review

Edge Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q1 2022, closing a stake of 327 shares — an estimated $4K sold.

Edge Wealth Management first reported a position in TAK in Q1 2019 and held it in 12 quarters. The position peaked at $55K in Q1 2019. 288 funds tracked by Wall St. Rank hold TAK as of Q1 2022.

Edge Wealth Management reported no remaining Takeda Pharmaceutical position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 327 Takeda Pharmaceutical shares in Q1 2022, an estimated $4K.
Edge Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 12 quarters.
Edge Wealth Management's Takeda Pharmaceutical position peaked at $55K in Q1 2019.
288 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.