LPWM
TAK icon

Lake Point Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Lake Point 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
2020
Q1 		– Sell
-90
Closed -$2K – 461
2019
Q4 		$2K Buy
+90
New +$1.72K ﹤0.01% 512
2019
Q2 		$2K Hold
90
– – ﹤0.01% 554
2019
Q1 		$2K Buy
+90
New +$1.81K ﹤0.01% 552

Other funds holding TAK

GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
AC
Adelphi Capital London, United Kingdom $3.21M AUM 121.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Point Wealth Management's TAK Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q1 2020, closing a stake of 90 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in TAK in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 313 funds tracked by Wall St. Rank hold TAK as of Q1 2020.

  • Lake Point Wealth Management reported no remaining Takeda Pharmaceutical position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 90 Takeda Pharmaceutical shares in Q1 2020, an estimated $2K.
  • Lake Point Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 3 quarters.
  • Lake Point Wealth Management's Takeda Pharmaceutical position peaked at $2K in Q4 2019.
  • 313 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.