Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PMFA
Plante Moran Financial Advisors’s
Takeda Pharmaceutical
TAK
Stock Holding History
Plante Moran Financial Advisors’s Portfolio
TAK Stock Details
TAK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-95
Closed
-$1.48K
–
899
2022
Q4
$1.48K
Sell
95
-56
-37%
-$782
﹤0.01%
754
2022
Q3
$2K
Hold
151
–
–
﹤0.01%
800
2022
Q2
$2K
Hold
151
–
–
﹤0.01%
848
2022
Q1
$2K
Hold
151
–
–
﹤0.01%
753
2021
Q4
$2K
Hold
151
–
–
﹤0.01%
929
2021
Q3
$2K
Hold
151
–
–
﹤0.01%
876
2021
Q2
$3K
Sell
151
-166
-52%
-$2.83K
﹤0.01%
863
2021
Q1
$6K
Hold
317
–
–
﹤0.01%
754
2020
Q4
$6K
Hold
317
–
–
﹤0.01%
687
2020
Q3
$6K
Buy
317
+166
+110%
+$3.02K
﹤0.01%
672
2020
Q2
$3K
Hold
151
–
–
﹤0.01%
639
2020
Q1
$2K
Sell
151
-523
-78%
-$9.48K
﹤0.01%
660
2019
Q4
$13K
Sell
674
-414
-38%
-$7.92K
﹤0.01%
523
2019
Q3
$19K
Buy
1,088
+794
+270%
+$13.7K
0.01%
513
2019
Q2
$5K
Sell
294
-83
-22%
-$1.51K
﹤0.01%
652
2019
Q1
$8K
Buy
+377
New
+$7.59K
﹤0.01%
580
Other funds holding TAK
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
CI
Clal Insurance
Tel-Aviv, Israel
$16.6B AUM
68.34%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
MIP
Mondrian Investment Partners
London, United Kingdom
$6.69B AUM
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
Millennium Management
New York
$240B AUM
35.51%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Point72 Asset Management
Stamford, Connecticut
$78.1B AUM
55.25%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close