Selective Wealth Management’s Takeda Pharmaceutical TAK Stock Holding History

Selective Wealth 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
2022 Q4	–	Sell	-271	Closed	-$4K	–	659
2022 Q3	$4K	Hold	271	–	–	﹤0.01%	625
2022 Q2	$4K	Hold	271	–	–	﹤0.01%	657
2022 Q1	$4K	Hold	271	–	–	﹤0.01%	619
2021 Q4	$4K	Buy	+271	New	+$3.8K	﹤0.01%	571
2020 Q3	–	Sell	-260	Closed	-$5K	–	405
2020 Q2	$5K	Hold	260	–	–	﹤0.01%	307
2020 Q1	$4K	Hold	260	–	–	0.01%	228
2019 Q4	$5K	Hold	260	–	–	0.01%	223
2019 Q3	$4K	Buy	+260	New	+$4.5K	0.01%	253

Other funds holding TAK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Selective Wealth Management's TAK Position: Q4 2022 in Review

Selective Wealth Management sold out of Takeda Pharmaceutical (TAK) in Q4 2022, closing a stake of 271 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in TAK in Q3 2019 and held it in 8 quarters. The position peaked at $5K in Q2 2020. 281 funds tracked by Wall St. Rank hold TAK as of Q4 2022.

Selective Wealth Management reported no remaining Takeda Pharmaceutical position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 271 Takeda Pharmaceutical shares in Q4 2022, an estimated $4K.
Selective Wealth Management first reported a position in Takeda Pharmaceutical in Q3 2019 and held it in 8 quarters.
Selective Wealth Management's Takeda Pharmaceutical position peaked at $5K in Q2 2020.
281 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.