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Financial Gravity Asset Management’s Takeda Pharmaceutical TAK Stock Holding History

Financial Gravity Asset 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
2023
Q3 		– Sell
-16
Closed -$613 – 1733
2023
Q2 		$613 Buy
+16
New +$262 ﹤0.01% 960
2019
Q3 		– Sell
-7
Closed – – 1536
2019
Q2 		$0 Buy
+7
New +$127 ﹤0.01% 1644

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Gravity Asset Management's TAK Position: Q3 2023 in Review

Financial Gravity Asset Management sold out of Takeda Pharmaceutical (TAK) in Q3 2023, closing a stake of 16 shares — an estimated $613 sold.

Financial Gravity Asset Management first reported a position in TAK in Q2 2019 and held it in 2 quarters. The position peaked at $613 in Q2 2023. 312 funds tracked by Wall St. Rank hold TAK as of Q3 2023.

  • Financial Gravity Asset Management reported no remaining Takeda Pharmaceutical position as of Q3 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 16 Takeda Pharmaceutical shares in Q3 2023, an estimated $613.
  • Financial Gravity Asset Management first reported a position in Takeda Pharmaceutical in Q2 2019 and held it in 2 quarters.
  • Financial Gravity Asset Management's Takeda Pharmaceutical position peaked at $613 in Q2 2023.
  • 312 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2023.

Based on Financial Gravity Asset Management's 13F filing for Q3 2023, filed 16 Nov 2023.