Altium Wealth Management’s TSMC TSM Stock Holding History

Altium 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
2022 Q2	$423K	Sell	5,177 -45	-0.9%	-$4.16K	0.03%	264
2022 Q1	$544K	Sell	5,222 -7	-0.1%	-$819	0.04%	252
2021 Q4	$629K	Buy	5,229 +1,094	+26%	+$128K	0.04%	211
2021 Q3	$462K	Hold	4,135	–	–	0.03%	236
2021 Q2	$497K	Hold	4,135	–	–	0.04%	228
2021 Q1	$489K	Sell	4,135 -2	-0%	-$248	0.04%	225
2020 Q4	$451K	Buy	4,137 +535	+15%	+$50.7K	0.04%	219
2020 Q3	$292K	Hold	3,602	–	–	0.03%	269
2020 Q2	$204K	Buy	+3,602	New	+$190K	0.02%	305
2020 Q1	–	Sell	-3,990	Closed	-$232K	–	357
2019 Q4	$232K	Buy	+3,990	New	+$212K	0.03%	250
2018 Q4	–	Sell	-4,637	Closed	-$205K	–	298
2018 Q3	$205K	Buy	+4,637	New	+$192K	0.04%	274

Other funds holding TSM

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

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

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

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

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Altium Wealth Management's TSM Position: Q2 2022 in Review

Altium Wealth Management reduced its TSMC (TSM) stake by 0.86% in Q2 2022, selling an estimated $4.16K and leaving 5,177 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #264.

Altium Wealth Management first reported a position in TSM in Q3 2018 and has held it in 11 quarters since. The position peaked at $629K in Q4 2021. 1,375 funds tracked by Wall St. Rank hold TSM as of Q2 2022.

Altium Wealth Management held 5,177 shares of TSMC worth $423K as of Q2 2022.
Altium Wealth Management sold 45 TSMC shares in Q2 2022, an estimated $4.16K.
TSMC made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #264 holding.
Altium Wealth Management first reported a position in TSMC in Q3 2018 and has held it in 11 quarters since.
Altium Wealth Management's TSMC position peaked at $629K in Q4 2021.
1,375 funds tracked by Wall St. Rank held TSMC as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.