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Northwest Financial Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Northwest 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
Q4 		– Sell
-1
Closed -$14 – 490
2024
Q3 		$14 Buy
+1
New +$14 ﹤0.01% 566

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwest Financial Advisors's TAK Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Takeda Pharmaceutical (TAK) in Q4 2024, closing a stake of 1 share — an estimated $14 sold.

Northwest Financial Advisors first reported a position in TAK in Q3 2024 and held it in 1 quarter. The position peaked at $14 in Q3 2024. 299 funds tracked by Wall St. Rank hold TAK as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Takeda Pharmaceutical position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1 Takeda Pharmaceutical share in Q4 2024, an estimated $14.
  • Northwest Financial Advisors first reported a position in Takeda Pharmaceutical in Q3 2024 and held it in 1 quarter.
  • Northwest Financial Advisors's Takeda Pharmaceutical position peaked at $14 in Q3 2024.
  • 299 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.