SW
TAK icon

Simplicity Wealth’s Takeda Pharmaceutical TAK Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-299,984
Closed -$3.88M – 1116
2024
Q2 		$3.88M Buy
299,984
+11,449
+4% +$152K 0.09% 228
2024
Q1 		$4.01M Buy
+288,535
New +$4.2M 0.1% 215

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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Simplicity Wealth's TAK Position: Q3 2024 in Review

Simplicity Wealth sold out of Takeda Pharmaceutical (TAK) in Q3 2024, closing a stake of 299,984 shares — an estimated $3.88M sold.

Simplicity Wealth first reported a position in TAK in Q1 2024 and held it in 2 quarters. The position peaked at $4.01M in Q1 2024. 298 funds tracked by Wall St. Rank hold TAK as of Q3 2024.

  • Simplicity Wealth reported no remaining Takeda Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 299,984 Takeda Pharmaceutical shares in Q3 2024, an estimated $3.88M.
  • Simplicity Wealth first reported a position in Takeda Pharmaceutical in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Takeda Pharmaceutical position peaked at $4.01M in Q1 2024.
  • 298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.