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Institutional & Family Asset Management’s Takeda Pharmaceutical TAK Stock Holding History

Institutional & Family 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
2021
Q4 		– Sell
-56
Closed -$1K – 920
2021
Q3 		$1K Buy
56
+1
+2% +$17 ﹤0.01% 877
2021
Q2 		$1K Hold
55
– – ﹤0.01% 917
2021
Q1 		$1K Buy
+55
New +$990 ﹤0.01% 897
2020
Q2 		– Sell
-85
Closed -$1K – 912
2020
Q1 		$1K Buy
+85
New +$1.54K ﹤0.01% 782

Other funds holding TAK

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Institutional & Family Asset Management's TAK Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Takeda Pharmaceutical (TAK) in Q4 2021, closing a stake of 56 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in TAK in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 298 funds tracked by Wall St. Rank hold TAK as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Takeda Pharmaceutical position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 56 Takeda Pharmaceutical shares in Q4 2021, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in Takeda Pharmaceutical in Q1 2020 and held it in 4 quarters.
  • Institutional & Family Asset Management's Takeda Pharmaceutical position peaked at $1K in Q3 2021.
  • 298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.