Ropes Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Ropes Wealth 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
2020 Q4	–	Sell	-594	Closed	-$11K	–	913
2020 Q3	$11K	Hold	594	–	–	﹤0.01%	510
2020 Q2	$11K	Sell	594 -57	-9%	-$1.02K	﹤0.01%	442
2020 Q1	$10K	Buy	651 +57	+10%	+$1.03K	﹤0.01%	422
2019 Q4	$12K	Hold	594	–	–	﹤0.01%	457
2019 Q3	$10K	Hold	594	–	–	﹤0.01%	479
2019 Q2	$11K	Hold	594	–	–	﹤0.01%	478
2019 Q1	$12K	Buy	+594	New	+$12K	﹤0.01%	440

Other funds holding TAK

GCM

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

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

AIM

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

Adelphi Capital London, United Kingdom $3.21M AUM 121.6% 1-Year Est. Return

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Ropes Wealth Advisors's TAK Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Takeda Pharmaceutical (TAK) in Q4 2020, closing a stake of 594 shares — an estimated $11K sold.

Ropes Wealth Advisors first reported a position in TAK in Q1 2019 and held it in 7 quarters. The position peaked at $12K in Q4 2019. 312 funds tracked by Wall St. Rank hold TAK as of Q4 2020.

Ropes Wealth Advisors reported no remaining Takeda Pharmaceutical position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 594 Takeda Pharmaceutical shares in Q4 2020, an estimated $11K.
Ropes Wealth Advisors first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 7 quarters.
Ropes Wealth Advisors's Takeda Pharmaceutical position peaked at $12K in Q4 2019.
312 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.