Legacy Financial Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Legacy Financial Advisors’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 Q3	–	Sell	-22,620	Closed	-$293K	–	366
2024 Q2	$293K	Sell	22,620 -2,713	-11%	-$35.9K	0.05%	259
2024 Q1	$352K	Buy	25,333 +596	+2%	+$8.67K	0.06%	223
2023 Q4	$353K	Sell	24,737 -812	-3%	-$11.5K	0.07%	207
2023 Q3	$395K	Buy	25,549 +834	+3%	+$12.9K	0.08%	169
2023 Q2	$388K	Buy	24,715 +362	+1%	+$5.93K	0.07%	167
2023 Q1	$401K	Buy	24,353 +861	+4%	+$13.7K	0.08%	153
2022 Q4	$366K	Sell	23,492 -6,142	-21%	-$85.8K	0.08%	150
2022 Q3	$384K	Buy	29,634 +9,264	+45%	+$129K	0.09%	127
2022 Q2	$286K	Buy	20,370 +17	+0.1%	+$243	0.07%	154
2022 Q1	$291K	Buy	+20,353	New	+$299K	0.07%	164
2019 Q2	–	Sell	-300	Closed	-$6K	–	805
2019 Q1	$6K	Buy	+300	New	+$6.04K	﹤0.01%	747

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Legacy Financial Advisors's TAK Position: Q3 2024 in Review

Legacy Financial Advisors sold out of Takeda Pharmaceutical (TAK) in Q3 2024, closing a stake of 22,620 shares — an estimated $293K sold.

Legacy Financial Advisors first reported a position in TAK in Q1 2019 and held it in 11 quarters. The position peaked at $401K in Q1 2023. 299 funds tracked by Wall St. Rank hold TAK as of Q3 2024.

Legacy Financial Advisors reported no remaining Takeda Pharmaceutical position as of Q3 2024 after selling out during the quarter.
Legacy Financial Advisors sold 22,620 Takeda Pharmaceutical shares in Q3 2024, an estimated $293K.
Legacy Financial Advisors first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 11 quarters.
Legacy Financial Advisors's Takeda Pharmaceutical position peaked at $401K in Q1 2023.
299 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2024.

Based on Legacy Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.