Laurel Wealth Advisors (North Carolina)’s Takeda Pharmaceutical TAK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-473	Closed	-$8K	–	695
2021 Q3	$8K	Hold	473	–	–	﹤0.01%	427
2021 Q2	$8K	Hold	473	–	–	﹤0.01%	487
2021 Q1	$9K	Hold	473	–	–	﹤0.01%	438
2020 Q4	$9K	Hold	473	–	–	﹤0.01%	424
2020 Q3	$8K	Hold	473	–	–	﹤0.01%	402
2020 Q2	$8K	Hold	473	–	–	﹤0.01%	397
2020 Q1	$7K	Hold	473	–	–	﹤0.01%	393
2019 Q4	$9K	Hold	473	–	–	﹤0.01%	405
2019 Q3	$8K	Hold	473	–	–	﹤0.01%	404
2019 Q2	$8K	Hold	473	–	–	﹤0.01%	397
2019 Q1	$10K	Buy	+473	New	+$9.52K	﹤0.01%	376

Other funds holding TAK

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s TAK Position: Q4 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Takeda Pharmaceutical (TAK) in Q4 2021, closing a stake of 473 shares — an estimated $8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TAK in Q1 2019 and held it in 11 quarters. The position peaked at $10K in Q1 2019. 298 funds tracked by Wall St. Rank hold TAK as of Q4 2021.

Laurel Wealth Advisors (North Carolina) reported no remaining Takeda Pharmaceutical position as of Q4 2021 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 473 Takeda Pharmaceutical shares in Q4 2021, an estimated $8K.
Laurel Wealth Advisors (North Carolina) first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 11 quarters.
Laurel Wealth Advisors (North Carolina)'s Takeda Pharmaceutical position peaked at $10K in Q1 2019.
298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2021, filed 1 Feb 2022.