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SkyOak Wealth’s Takeda Pharmaceutical TAK Stock Holding History

SkyOak 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
2021
Q4 		– Sell
-16,701
Closed -$274K – 257
2021
Q3 		$274K Sell
16,701
-266
-2% -$4.47K 0.07% 190
2021
Q2 		$286K Hold
16,967
– – 0.08% 175
2021
Q1 		$285K Hold
16,967
– – 0.08% 175
2020
Q4 		$309K Sell
16,967
-2,517
-13% -$44.2K 0.1% 160
2020
Q3 		$348K Hold
19,484
– – 0.13% 141
2020
Q2 		$349K Sell
19,484
-1,258
-6% -$22.6K 0.13% 161
2020
Q1 		$315K Sell
20,742
-251
-1% -$4.55K 0.16% 148
2019
Q4 		$414K Buy
+20,993
New +$402K 0.13% 192

Other funds holding TAK

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BCP
BSN Capital Partners London, United Kingdom $3.93B AUM 13.09% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SkyOak Wealth's TAK Position: Q4 2021 in Review

SkyOak Wealth sold out of Takeda Pharmaceutical (TAK) in Q4 2021, closing a stake of 16,701 shares — an estimated $274K sold.

SkyOak Wealth first reported a position in TAK in Q4 2019 and held it in 8 quarters. The position peaked at $414K in Q4 2019. 298 funds tracked by Wall St. Rank hold TAK as of Q4 2021.

  • SkyOak Wealth reported no remaining Takeda Pharmaceutical position as of Q4 2021 after selling out during the quarter.
  • SkyOak Wealth sold 16,701 Takeda Pharmaceutical shares in Q4 2021, an estimated $274K.
  • SkyOak Wealth first reported a position in Takeda Pharmaceutical in Q4 2019 and held it in 8 quarters.
  • SkyOak Wealth's Takeda Pharmaceutical position peaked at $414K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2021.

Based on SkyOak Wealth's 13F filing for Q4 2021, filed 24 Jan 2022.