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Leo Wealth LLC’s Takeda Pharmaceutical TAK Stock Holding History

Leo Wealth LLC’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
-124,449
Closed -$1.73M – 351
2024
Q1 		$1.73M Sell
124,449
-9,879
-7% -$144K 0.18% 97
2023
Q4 		$1.92M Buy
+134,328
New +$1.91M 0.2% 85

Other funds holding TAK

GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Capital Research Global Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Leo Wealth LLC's TAK Position: Q2 2024 in Review

Leo Wealth LLC sold out of Takeda Pharmaceutical (TAK) in Q2 2024, closing a stake of 124,449 shares — an estimated $1.73M sold.

Leo Wealth LLC first reported a position in TAK in Q4 2023 and held it in 2 quarters. The position peaked at $1.92M in Q4 2023. 283 funds tracked by Wall St. Rank hold TAK as of Q2 2024.

  • Leo Wealth LLC reported no remaining Takeda Pharmaceutical position as of Q2 2024 after selling out during the quarter.
  • Leo Wealth LLC sold 124,449 Takeda Pharmaceutical shares in Q2 2024, an estimated $1.73M.
  • Leo Wealth LLC first reported a position in Takeda Pharmaceutical in Q4 2023 and held it in 2 quarters.
  • Leo Wealth LLC's Takeda Pharmaceutical position peaked at $1.92M in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2024.

Based on Leo Wealth LLC's 13F filing for Q2 2024, filed 17 Jul 2024.