Alera Investment Advisors’s TSMC TSM Stock Holding History

Alera Investment Advisors’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	$1.49M	Sell	8,581 -410	-5%	-$69.9K	0.18%	64
2024 Q2	$1.56M	Buy	8,991 +3,420	+61%	+$519K	0.19%	60
2024 Q1	$758K	Sell	5,571 -248	-4%	-$30.8K	0.1%	90
2023 Q4	$605K	Buy	5,819 +234	+4%	+$22.3K	0.08%	106
2023 Q3	$485K	Buy	5,585 +128	+2%	+$12.1K	0.08%	115
2023 Q2	$551K	Sell	5,457 -163	-3%	-$15.2K	0.12%	108
2023 Q1	$523K	Sell	5,620 -40	-0.7%	-$3.59K	0.12%	110
2022 Q4	$422K	Sell	5,660 -592	-9%	-$42.8K	0.1%	119
2022 Q3	$429K	Sell	6,252 -4,051	-39%	-$335K	0.12%	113
2022 Q2	$842K	Buy	10,303 +459	+5%	+$42.4K	0.24%	59
2022 Q1	$1.03M	Buy	+9,844	New	+$1.15M	0.23%	53
2019 Q2	–	Sell	-2,023	Closed	-$83K	–	936
2019 Q1	$83K	Buy	2,023 +333	+20%	+$12.7K	0.04%	117
2018 Q4	$62K	Buy	+1,690	New	+$64.3K	0.04%	153

Other funds holding TSM

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alera Investment Advisors's TSM Position: Q3 2024 in Review

Alera Investment Advisors reduced its TSMC (TSM) stake by 4.6% in Q3 2024, selling an estimated $69.9K and leaving 8,581 shares worth $1.49M. The position accounts for 0.18% of the portfolio, ranked #64.

Alera Investment Advisors first reported a position in TSM in Q4 2018 and has held it in 13 quarters since. The position peaked at $1.56M in Q2 2024. 2,188 funds tracked by Wall St. Rank hold TSM as of Q3 2024.

Alera Investment Advisors held 8,581 shares of TSMC worth $1.49M as of Q3 2024.
Alera Investment Advisors sold 410 TSMC shares in Q3 2024, an estimated $69.9K.
TSMC made up 0.18% of Alera Investment Advisors's portfolio in Q3 2024, its #64 holding.
Alera Investment Advisors first reported a position in TSMC in Q4 2018 and has held it in 13 quarters since.
Alera Investment Advisors's TSMC position peaked at $1.56M in Q2 2024.
2,188 funds tracked by Wall St. Rank held TSMC as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.