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SYSTM Wealth Solutions’s Takeda Pharmaceutical TAK Stock Holding History

SYSTM Wealth Solutions’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
-4,679
Closed -$60.5K – 567
2024
Q2 		$60.5K Sell
4,679
-2,799
-37% -$37.1K 0.01% 272
2024
Q1 		$104K Sell
7,478
-3,088
-29% -$44.9K 0.01% 472
2023
Q4 		$151K Sell
10,566
-749
-7% -$10.6K 0.02% 411
2023
Q3 		$175K Sell
11,315
-134
-1% -$2.07K 0.03% 445
2023
Q2 		$180K Buy
11,449
+502
+5% +$8.22K 0.02% 466
2023
Q1 		$180K Sell
10,947
-1,372
-11% -$21.9K 0.03% 449
2022
Q4 		$192K Buy
+12,319
New +$172K 0.02% 504

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

SYSTM Wealth Solutions's TAK Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Takeda Pharmaceutical (TAK) in Q3 2024, closing a stake of 4,679 shares — an estimated $60.5K sold.

SYSTM Wealth Solutions first reported a position in TAK in Q4 2022 and held it in 7 quarters. The position peaked at $192K in Q4 2022. 298 funds tracked by Wall St. Rank hold TAK as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Takeda Pharmaceutical position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 4,679 Takeda Pharmaceutical shares in Q3 2024, an estimated $60.5K.
  • SYSTM Wealth Solutions first reported a position in Takeda Pharmaceutical in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Takeda Pharmaceutical position peaked at $192K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.