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Liberty Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Liberty 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
2021
Q4 		– Sell
-38
Closed – – 996
2021
Q3 		$0 Buy
38
+19
+100% +$319 ﹤0.01% 1234
2021
Q2 		$0 Hold
19
– – ﹤0.01% 1175
2021
Q1 		$0 Hold
19
– – ﹤0.01% 1038
2020
Q4 		$0 Buy
+19
New +$333 ﹤0.01% 1068
2020
Q3 		– Sell
-83
Closed -$2K – 951
2020
Q2 		$2K Hold
83
– – ﹤0.01% 753
2020
Q1 		$1K Buy
83
+31
+60% +$562 ﹤0.01% 840
2019
Q4 		$1K Hold
52
– – ﹤0.01% 864
2019
Q3 		$1K Buy
52
+15
+41% +$259 ﹤0.01% 828
2019
Q2 		$1K Buy
37
+6
+19% +$109 ﹤0.01% 862
2019
Q1 		$0 Buy
+31
New +$624 ﹤0.01% 843

Other funds holding TAK

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Citigroup
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
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Liberty Wealth Management's TAK Position: Q4 2021 in Review

Liberty Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q4 2021, closing a stake of 38 shares.

Liberty Wealth Management first reported a position in TAK in Q1 2019 and held it in 10 quarters. The position peaked at $2K in Q2 2020. 298 funds tracked by Wall St. Rank hold TAK as of Q4 2021.

  • Liberty Wealth Management reported no remaining Takeda Pharmaceutical position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 38 Takeda Pharmaceutical shares in Q4 2021.
  • Liberty Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 10 quarters.
  • Liberty Wealth Management's Takeda Pharmaceutical position peaked at $2K in Q2 2020.
  • 298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.