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 $871B AUM 31.28% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Renaissance Technologies

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return