HHM Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

HHM 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
2024 Q2	–	Sell	-456	Closed	-$6.33K	–	857
2024 Q1	$6.33K	Sell	456 -218	-32%	-$3.17K	﹤0.01%	596
2023 Q4	$9.62K	Hold	674	–	–	﹤0.01%	520
2023 Q3	$10.4K	Hold	674	–	–	﹤0.01%	498
2023 Q2	$10.6K	Hold	674	–	–	﹤0.01%	519
2023 Q1	$11.1K	Buy	674 +218	+48%	+$3.47K	﹤0.01%	505
2022 Q4	$7.11K	Sell	456 -87	-16%	-$1.22K	﹤0.01%	493
2022 Q3	$7K	Hold	543	–	–	﹤0.01%	492
2022 Q2	$0	Buy	+543	New	+$7.75K	﹤0.01%	842

Other funds holding TAK

GAM

Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

BIP

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

HHM Wealth Advisors's TAK Position: Q2 2024 in Review

HHM Wealth Advisors sold out of Takeda Pharmaceutical (TAK) in Q2 2024, closing a stake of 456 shares — an estimated $6.33K sold.

HHM Wealth Advisors first reported a position in TAK in Q2 2022 and held it in 8 quarters. The position peaked at $11.1K in Q1 2023. 283 funds tracked by Wall St. Rank hold TAK as of Q2 2024.

HHM Wealth Advisors reported no remaining Takeda Pharmaceutical position as of Q2 2024 after selling out during the quarter.
HHM Wealth Advisors sold 456 Takeda Pharmaceutical shares in Q2 2024, an estimated $6.33K.
HHM Wealth Advisors first reported a position in Takeda Pharmaceutical in Q2 2022 and held it in 8 quarters.
HHM Wealth Advisors's Takeda Pharmaceutical position peaked at $11.1K in Q1 2023.
283 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2024.

Based on HHM Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.