Appleton Partners’s TSMC TSM Stock Holding History

Appleton Partners’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
2023 Q2	–	Sell	-56,615	Closed	-$5.27M	–	297
2023 Q1	$5.27M	Sell	56,615 -2,366	-4%	-$212K	0.47%	61
2022 Q4	$4.39M	Sell	58,981 -15,420	-21%	-$1.12M	0.42%	68
2022 Q3	$5.1M	Sell	74,401 -5,010	-6%	-$414K	0.51%	56
2022 Q2	$6.49M	Sell	79,411 -1,110	-1%	-$103K	0.61%	49
2022 Q1	$8.39M	Buy	80,521 +3,369	+4%	+$394K	0.69%	43
2021 Q4	$9.28M	Buy	77,152 +1,134	+1%	+$133K	0.7%	44
2021 Q3	$8.49M	Buy	76,018 +15,189	+25%	+$1.78M	0.71%	41
2021 Q2	$7.31M	Buy	60,829 +21,332	+54%	+$2.5M	0.62%	46
2021 Q1	$4.67M	Buy	39,497 +36,240	+1,113%	+$4.49M	0.43%	65
2020 Q4	$355K	Buy	+3,257	New	+$309K	0.04%	220

Other funds holding TSM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Appleton Partners's TSM Position: Q2 2023 in Review

Appleton Partners sold out of TSMC (TSM) in Q2 2023, closing a stake of 56,615 shares — an estimated $5.27M sold.

Appleton Partners first reported a position in TSM in Q4 2020 and held it in 10 quarters. The position peaked at $9.28M in Q4 2021. 1,566 funds tracked by Wall St. Rank hold TSM as of Q2 2023.

Appleton Partners reported no remaining TSMC position as of Q2 2023 after selling out during the quarter.
Appleton Partners sold 56,615 TSMC shares in Q2 2023, an estimated $5.27M.
Appleton Partners first reported a position in TSMC in Q4 2020 and held it in 10 quarters.
Appleton Partners's TSMC position peaked at $9.28M in Q4 2021.
1,566 funds tracked by Wall St. Rank held TSMC as of Q2 2023.

Based on Appleton Partners's 13F filing for Q2 2023, filed 10 Jul 2023.