9WM
TSM icon

9258 Wealth Management’s TSMC TSM Stock Holding History

9258 Wealth Management’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.05M Sell
11,808
-152
-1% -$25.9K 0.3% 66
2024
Q2 		$2.08M Sell
11,960
-259
-2% -$39.3K 0.32% 64
2024
Q1 		$1.66M Sell
12,219
-407
-3% -$50.5K 0.26% 78
2023
Q4 		$1.31M Sell
12,626
-130
-1% -$12.4K 0.23% 88
2023
Q3 		$1.11M Sell
12,756
-870
-6% -$82.3K 0.22% 88
2023
Q2 		$1.38M Buy
13,626
+2
+0% +$186 0.26% 77
2023
Q1 		$1.27M Buy
13,624
+26
+0.2% +$2.33K 0.26% 81
2022
Q4 		$1.01M Sell
13,598
-957
-7% -$69.2K 0.22% 95
2022
Q3 		$998K Sell
14,555
-262
-2% -$21.7K 0.26% 89
2022
Q2 		$1.21M Sell
14,817
-678
-4% -$62.7K 0.31% 81
2022
Q1 		$1.62M Sell
15,495
-70
-0.4% -$8.19K 0.37% 55
2021
Q4 		$1.87M Buy
15,565
+664
+4% +$77.8K 0.43% 42
2021
Q3 		$1.66M Sell
14,901
-229
-2% -$26.9K 0.44% 40
2021
Q2 		$1.82M Buy
15,130
+624
+4% +$73.1K 0.49% 35
2021
Q1 		$1.72M Sell
14,506
-173
-1% -$21.4K 0.52% 32
2020
Q4 		$1.6M Buy
14,679
+807
+6% +$76.5K 0.52% 34
2020
Q3 		$1.16M Sell
13,872
-473
-3% -$35.9K 0.44% 46
2020
Q2 		$814K Buy
14,345
+68
+0.5% +$3.58K 0.33% 80
2020
Q1 		$764K Sell
14,277
-1,009
-7% -$55.2K 0.34% 83
2019
Q4 		$888K Buy
+15,286
New +$811K 0.33% 86

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

9258 Wealth Management's TSM Position: Q3 2024 in Review

9258 Wealth Management reduced its TSMC (TSM) stake by 1.3% in Q3 2024, selling an estimated $25.9K and leaving 11,808 shares worth $2.05M. The position accounts for 0.3% of the portfolio, ranked #66.

9258 Wealth Management first reported a position in TSM in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.08M in Q2 2024. 2,187 funds tracked by Wall St. Rank hold TSM as of Q3 2024.

  • 9258 Wealth Management held 11,808 shares of TSMC worth $2.05M as of Q3 2024.
  • 9258 Wealth Management sold 152 TSMC shares in Q3 2024, an estimated $25.9K.
  • TSMC made up 0.3% of 9258 Wealth Management's portfolio in Q3 2024, its #66 holding.
  • 9258 Wealth Management first reported a position in TSMC in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's TSMC position peaked at $2.08M in Q2 2024.
  • 2,187 funds tracked by Wall St. Rank held TSMC as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.