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Kathleen S. Wright Associates’s Takeda Pharmaceutical TAK Stock Holding History

Kathleen S. Wright Associates’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
2022
Q4 		– Sell
-65
Closed -$1K – 209
2022
Q3 		$1K Hold
65
– – ﹤0.01% 180
2022
Q2 		$1K Hold
65
– – ﹤0.01% 150
2022
Q1 		$1K Hold
65
– – ﹤0.01% 144
2021
Q4 		$1K Buy
+65
New +$912 ﹤0.01% 145

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MIP
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CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kathleen S. Wright Associates's TAK Position: Q4 2022 in Review

Kathleen S. Wright Associates sold out of Takeda Pharmaceutical (TAK) in Q4 2022, closing a stake of 65 shares — an estimated $1K sold.

Kathleen S. Wright Associates first reported a position in TAK in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 281 funds tracked by Wall St. Rank hold TAK as of Q4 2022.

  • Kathleen S. Wright Associates reported no remaining Takeda Pharmaceutical position as of Q4 2022 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 65 Takeda Pharmaceutical shares in Q4 2022, an estimated $1K.
  • Kathleen S. Wright Associates first reported a position in Takeda Pharmaceutical in Q4 2021 and held it in 4 quarters.
  • Kathleen S. Wright Associates's Takeda Pharmaceutical position peaked at $1K in Q3 2022.
  • 281 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2022.

Based on Kathleen S. Wright Associates's 13F filing for Q4 2022, filed 2 Feb 2023.