WR Wealth Planners’s Takeda Pharmaceutical TAK Stock Holding History

WR Wealth Planners’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 Q4	$5.26K	Hold	397	–	–	﹤0.01%	690
2024 Q3	$5.64K	Sell	397 -245	-38%	-$3.48K	﹤0.01%	722
2024 Q2	$8.31K	Buy	642 +23	+4%	+$304	﹤0.01%	635
2024 Q1	$8.6K	Buy	+619	New	+$9K	﹤0.01%	627
2023 Q4	–	Sell	-950	Closed	-$14.7K	–	782
2023 Q3	$14.7K	Buy	950 +52	+6%	+$805	0.01%	476
2023 Q2	$14.1K	Hold	898	–	–	0.01%	488
2023 Q1	$14.8K	Buy	+898	New	+$14.3K	0.01%	466

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

WR Wealth Planners's TAK Position: Q4 2024 in Review

WR Wealth Planners held its Takeda Pharmaceutical (TAK) position steady in Q4 2024 at 397 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

WR Wealth Planners first reported a position in TAK in Q1 2023 and has held it in 7 quarters since. The position peaked at $14.8K in Q1 2023. 300 funds tracked by Wall St. Rank hold TAK as of Q4 2024.

WR Wealth Planners held 397 shares of Takeda Pharmaceutical worth $5.26K as of Q4 2024.
WR Wealth Planners left its Takeda Pharmaceutical share count unchanged in Q4 2024.
Takeda Pharmaceutical made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #690 holding.
WR Wealth Planners first reported a position in Takeda Pharmaceutical in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Takeda Pharmaceutical position peaked at $14.8K in Q1 2023.
300 funds tracked by Wall St. Rank held Takeda Pharmaceutical as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.