VWA
TAK icon

Valued Wealth Advisors’s Takeda Pharmaceutical TAK Stock Holding History

Valued 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
2024
Q2 		– Sell
-231
Closed -$3.21K – 629
2024
Q1 		$3.21K Hold
231
– – ﹤0.01% 297
2023
Q4 		$3.57K Buy
+231
New +$3.28K ﹤0.01% 236

Other funds holding TAK

GAM
Groupama Asset Management Paris, France $6.85B AUM 43.37% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Valued Wealth Advisors's TAK Position: Q2 2024 in Review

Valued Wealth Advisors sold out of Takeda Pharmaceutical (TAK) in Q2 2024, closing a stake of 231 shares — an estimated $3.21K sold.

Valued Wealth Advisors first reported a position in TAK in Q4 2023 and held it in 2 quarters. The position peaked at $3.57K in Q4 2023. 283 funds tracked by Wall St. Rank hold TAK as of Q2 2024.

  • Valued Wealth Advisors reported no remaining Takeda Pharmaceutical position as of Q2 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 231 Takeda Pharmaceutical shares in Q2 2024, an estimated $3.21K.
  • Valued Wealth Advisors first reported a position in Takeda Pharmaceutical in Q4 2023 and held it in 2 quarters.
  • Valued Wealth Advisors's Takeda Pharmaceutical position peaked at $3.57K in Q4 2023.
  • 283 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q2 2024.

Based on Valued Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.