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Golden State Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Golden State 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
2020
Q2 		– Sell
-377
Closed -$6K – 821
2020
Q1 		$6K Buy
+377
New +$6.83K ﹤0.01% 718
2019
Q4 		– Sell
-377
Closed -$6K – 832
2019
Q3 		$6K Hold
377
– – ﹤0.01% 837
2019
Q2 		$6K Hold
377
– – ﹤0.01% 849
2019
Q1 		$8K Buy
+377
New +$7.59K ﹤0.01% 823

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AC
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T. Rowe Price Associates
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Vanguard Group
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Golden State Wealth Management's TAK Position: Q2 2020 in Review

Golden State Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q2 2020, closing a stake of 377 shares — an estimated $6K sold.

Golden State Wealth Management first reported a position in TAK in Q1 2019 and held it in 4 quarters. The position peaked at $8K in Q1 2019. 309 funds tracked by Wall St. Rank hold TAK as of Q2 2020.

  • Golden State Wealth Management reported no remaining Takeda Pharmaceutical position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 377 Takeda Pharmaceutical shares in Q2 2020, an estimated $6K.
  • Golden State Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Takeda Pharmaceutical position peaked at $8K in Q1 2019.
  • 309 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.