Sutton Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Sutton 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
2023 Q3	$2.24K	Hold	145	–	–	﹤0.01%	705
2023 Q2	$2.28K	Hold	145	–	–	﹤0.01%	680
2023 Q1	$2.39K	Hold	145	–	–	﹤0.01%	621
2022 Q4	$2.26K	Hold	145	–	–	﹤0.01%	1199
2022 Q3	$1.88K	Hold	145	–	–	﹤0.01%	1196
2022 Q2	$2.04K	Hold	145	–	–	﹤0.01%	1180
2022 Q1	$2.08K	Hold	145	–	–	﹤0.01%	1201
2021 Q4	$1.98K	Hold	145	–	–	﹤0.01%	1200
2021 Q3	$2.38K	Hold	145	–	–	﹤0.01%	1150
2021 Q2	$2.44K	Hold	145	–	–	﹤0.01%	1141
2021 Q1	$2.65K	Hold	145	–	–	﹤0.01%	1110
2020 Q4	$2.64K	Hold	145	–	–	﹤0.01%	1073
2020 Q3	$2.59K	Hold	145	–	–	﹤0.01%	1041
2020 Q2	$2.6K	Hold	145	–	–	﹤0.01%	1026
2020 Q1	$2.2K	Hold	145	–	–	﹤0.01%	1027
2019 Q4	$2.86K	Hold	145	–	–	﹤0.01%	1019
2019 Q3	$2.49K	Hold	145	–	–	﹤0.01%	1031
2019 Q2	$2.57K	Hold	145	–	–	﹤0.01%	1024
2019 Q1	$2.95K	Buy	+145	New	+$2.92K	﹤0.01%	1002

Other funds holding TAK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIP

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sutton Wealth Advisors's TAK Position: Q3 2023 in Review

Sutton Wealth Advisors held its Takeda Pharmaceutical (TAK) position steady in Q3 2023 at 145 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Sutton Wealth Advisors first reported a position in TAK in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.95K in Q1 2019. 313 funds tracked by Wall St. Rank hold TAK as of Q3 2023.

Sutton Wealth Advisors held 145 shares of Takeda Pharmaceutical worth $2.24K as of Q3 2023.
Sutton Wealth Advisors left its Takeda Pharmaceutical share count unchanged in Q3 2023.
Takeda Pharmaceutical made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #705 holding.
Sutton Wealth Advisors first reported a position in Takeda Pharmaceutical in Q1 2019 and has held it in 19 quarters since.
Sutton Wealth Advisors's Takeda Pharmaceutical position peaked at $2.95K in Q1 2019.
313 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.