Evolution Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Evolution Wealth 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
2021 Q4	–	Sell	-277	Closed	-$5K	–	569
2021 Q3	$5K	Sell	277 -575	-67%	-$9.65K	﹤0.01%	522
2021 Q2	$14K	Sell	852 -205	-19%	-$3.49K	﹤0.01%	358
2021 Q1	$19K	Hold	1,057	–	–	﹤0.01%	307
2020 Q4	$19K	Sell	1,057 -324	-23%	-$5.68K	﹤0.01%	274
2020 Q3	$25K	Sell	1,381 -247	-15%	-$4.5K	0.01%	252
2020 Q2	$29K	Sell	1,628 -63	-4%	-$1.13K	0.01%	179
2020 Q1	$26K	Sell	1,691 -815	-33%	-$14.8K	0.01%	139
2019 Q4	$49K	Buy	2,506 +2,267	+949%	+$43.4K	0.01%	150
2019 Q3	$4K	Sell	239 -2,372	-91%	-$41K	﹤0.01%	329
2019 Q2	$46K	Buy	+2,611	New	+$47.5K	0.02%	89

Other funds holding TAK

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BCP

BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 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

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

PPA

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

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

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

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

Evolution Wealth Advisors's TAK Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Takeda Pharmaceutical (TAK) in Q4 2021, closing a stake of 277 shares — an estimated $5K sold.

Evolution Wealth Advisors first reported a position in TAK in Q2 2019 and held it in 10 quarters. The position peaked at $49K in Q4 2019. 298 funds tracked by Wall St. Rank hold TAK as of Q4 2021.

Evolution Wealth Advisors reported no remaining Takeda Pharmaceutical position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 277 Takeda Pharmaceutical shares in Q4 2021, an estimated $5K.
Evolution Wealth Advisors first reported a position in Takeda Pharmaceutical in Q2 2019 and held it in 10 quarters.
Evolution Wealth Advisors's Takeda Pharmaceutical position peaked at $49K in Q4 2019.
298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.