Mascoma Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Mascoma 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 Q2	–	Sell	-417	Closed	-$8K	–	387
2021 Q1	$8K	Buy	+417	New	+$7.5K	﹤0.01%	357
2019 Q3	–	Sell	-417	Closed	-$7K	–	302
2019 Q2	$7K	Hold	417	–	–	﹤0.01%	286
2019 Q1	$8K	Buy	+417	New	+$8.39K	0.01%	283

Other funds holding TAK

AIM

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

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mascoma Wealth Management's TAK Position: Q2 2021 in Review

Mascoma Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q2 2021, closing a stake of 417 shares — an estimated $8K sold.

Mascoma Wealth Management first reported a position in TAK in Q1 2019 and held it in 3 quarters. The position peaked at $8K in Q1 2021. 304 funds tracked by Wall St. Rank hold TAK as of Q2 2021.

Mascoma Wealth Management reported no remaining Takeda Pharmaceutical position as of Q2 2021 after selling out during the quarter.
Mascoma Wealth Management sold 417 Takeda Pharmaceutical shares in Q2 2021, an estimated $8K.
Mascoma Wealth Management first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 3 quarters.
Mascoma Wealth Management's Takeda Pharmaceutical position peaked at $8K in Q1 2021.
304 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2021.

Based on Mascoma Wealth Management's 13F filing for Q2 2021, filed 6 Jul 2021.