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TCI Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

TCI 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
Q1 		– Sell
-228
Closed -$3.56K – 2634
2022
Q4 		$3.56K Buy
+228
New +$3.19K ﹤0.01% 1752
2019
Q2 		– Sell
-60
Closed -$1K – 1546
2019
Q1 		$1K Buy
+60
New +$1.21K ﹤0.01% 1307

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

TCI Wealth Advisors's TAK Position: Q1 2023 in Review

TCI Wealth Advisors sold out of Takeda Pharmaceutical (TAK) in Q1 2023, closing a stake of 228 shares — an estimated $3.56K sold.

TCI Wealth Advisors first reported a position in TAK in Q1 2019 and held it in 2 quarters. The position peaked at $3.56K in Q4 2022. 300 funds tracked by Wall St. Rank hold TAK as of Q1 2023.

  • TCI Wealth Advisors reported no remaining Takeda Pharmaceutical position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 228 Takeda Pharmaceutical shares in Q1 2023, an estimated $3.56K.
  • TCI Wealth Advisors first reported a position in Takeda Pharmaceutical in Q1 2019 and held it in 2 quarters.
  • TCI Wealth Advisors's Takeda Pharmaceutical position peaked at $3.56K in Q4 2022.
  • 300 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.