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TAK icon

Icon Wealth Partners’s Takeda Pharmaceutical TAK Stock Holding History

Icon Wealth Partners’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 		$115K Buy
7,421
+11
+0.1% +$170 0.01% 370
2023
Q2 		$116K Hold
7,410
– – 0.01% 380
2023
Q1 		$122K Buy
+7,410
New +$118K 0.01% 375

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

Icon Wealth Partners's TAK Position: Q3 2023 in Review

Icon Wealth Partners increased its Takeda Pharmaceutical (TAK) stake by 0.15% in Q3 2023, buying an estimated $170 and bringing the position to 7,421 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #370.

Icon Wealth Partners first reported a position in TAK in Q1 2023 and has held it in 3 quarters since. The position peaked at $122K in Q1 2023. 312 funds tracked by Wall St. Rank hold TAK as of Q3 2023.

  • Icon Wealth Partners held 7,421 shares of Takeda Pharmaceutical worth $115K as of Q3 2023.
  • Icon Wealth Partners bought 11 Takeda Pharmaceutical shares in Q3 2023, an estimated $170.
  • Takeda Pharmaceutical made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #370 holding.
  • Icon Wealth Partners first reported a position in Takeda Pharmaceutical in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's Takeda Pharmaceutical position peaked at $122K in Q1 2023.
  • 312 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.