Prospera Financial Services
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Prospera Financial Services’s Takeda Pharmaceutical TAK Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-31,588
Closed -$521K – 1070
2023
Q1 		$521K Buy
+31,588
New +$503K 0.02% 598
2022
Q2 		– Sell
-306
Closed -$4K – 2506
2022
Q1 		$4K Buy
+306
New +$4.49K ﹤0.01% 2347

Other funds holding TAK

Capital Research Global Investors
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Prospera Financial Services's TAK Position: Q2 2023 in Review

Prospera Financial Services sold out of Takeda Pharmaceutical (TAK) in Q2 2023, closing a stake of 31,588 shares — an estimated $521K sold.

Prospera Financial Services first reported a position in TAK in Q1 2022 and held it in 2 quarters. The position peaked at $521K in Q1 2023. 310 funds tracked by Wall St. Rank hold TAK as of Q2 2023.

  • Prospera Financial Services reported no remaining Takeda Pharmaceutical position as of Q2 2023 after selling out during the quarter.
  • Prospera Financial Services sold 31,588 Takeda Pharmaceutical shares in Q2 2023, an estimated $521K.
  • Prospera Financial Services first reported a position in Takeda Pharmaceutical in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Takeda Pharmaceutical position peaked at $521K in Q1 2023.
  • 310 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.