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Northwest Capital Management’s Takeda Pharmaceutical TAK Stock Holding History

Northwest Capital 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
2023
Q4 		– Sell
-100
Closed -$1.55K – 589
2023
Q3 		$1.55K Hold
100
– – ﹤0.01% 486
2023
Q2 		$1.57K Buy
+100
New +$1.64K ﹤0.01% 498

Other funds holding TAK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Northwest Capital Management's TAK Position: Q4 2023 in Review

Northwest Capital Management sold out of Takeda Pharmaceutical (TAK) in Q4 2023, closing a stake of 100 shares — an estimated $1.55K sold.

Northwest Capital Management first reported a position in TAK in Q2 2023 and held it in 2 quarters. The position peaked at $1.57K in Q2 2023. 306 funds tracked by Wall St. Rank hold TAK as of Q4 2023.

  • Northwest Capital Management reported no remaining Takeda Pharmaceutical position as of Q4 2023 after selling out during the quarter.
  • Northwest Capital Management sold 100 Takeda Pharmaceutical shares in Q4 2023, an estimated $1.55K.
  • Northwest Capital Management first reported a position in Takeda Pharmaceutical in Q2 2023 and held it in 2 quarters.
  • Northwest Capital Management's Takeda Pharmaceutical position peaked at $1.57K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2023.

Based on Northwest Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.