Janiczek Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Janiczek 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
2024 Q2	–	Sell	-72	Closed	-$1K	–	1125
2024 Q1	$1K	Hold	72	–	–	﹤0.01%	943
2023 Q4	$1.03K	Hold	72	–	–	﹤0.01%	934
2023 Q3	$1.11K	Sell	72 -370	-84%	-$5.73K	﹤0.01%	905
2023 Q2	$6.94K	Hold	442	–	–	﹤0.01%	624
2023 Q1	$7.43K	Buy	442 +186	+73%	+$2.96K	﹤0.01%	620
2022 Q4	$4.03K	Buy	+256	New	+$3.58K	﹤0.01%	688

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

Janiczek Wealth Management's TAK Position: Q2 2024 in Review

Janiczek Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q2 2024, closing a stake of 72 shares — an estimated $1K sold.

Janiczek Wealth Management first reported a position in TAK in Q4 2022 and held it in 6 quarters. The position peaked at $7.43K in Q1 2023. 283 funds tracked by Wall St. Rank hold TAK as of Q2 2024.

Janiczek Wealth Management reported no remaining Takeda Pharmaceutical position as of Q2 2024 after selling out during the quarter.
Janiczek Wealth Management sold 72 Takeda Pharmaceutical shares in Q2 2024, an estimated $1K.
Janiczek Wealth Management first reported a position in Takeda Pharmaceutical in Q4 2022 and held it in 6 quarters.
Janiczek Wealth Management's Takeda Pharmaceutical position peaked at $7.43K in Q1 2023.
283 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.