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Heritage Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Heritage 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
2020
Q4 		– Sell
-70
Closed -$1.25K – 558
2020
Q3 		$1.25K Buy
+70
New +$1.27K ﹤0.01% 451

Other funds holding TAK

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
AC
Adelphi Capital London, United Kingdom $3.21M AUM 121.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

Heritage Wealth Advisors's TAK Position: Q4 2020 in Review

Heritage Wealth Advisors sold out of Takeda Pharmaceutical (TAK) in Q4 2020, closing a stake of 70 shares — an estimated $1.25K sold.

Heritage Wealth Advisors first reported a position in TAK in Q3 2020 and held it in 1 quarter. The position peaked at $1.25K in Q3 2020. 313 funds tracked by Wall St. Rank hold TAK as of Q4 2020.

  • Heritage Wealth Advisors reported no remaining Takeda Pharmaceutical position as of Q4 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 70 Takeda Pharmaceutical shares in Q4 2020, an estimated $1.25K.
  • Heritage Wealth Advisors first reported a position in Takeda Pharmaceutical in Q3 2020 and held it in 1 quarter.
  • Heritage Wealth Advisors's Takeda Pharmaceutical position peaked at $1.25K in Q3 2020.
  • 313 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2020.

Based on Heritage Wealth Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.