AAS
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Avantax Advisory Services’s TSMC TSM Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$32.9M Buy
145,264
+1,605
+1% +$297K 0.18% 88
2025
Q1 		$23.8M Buy
143,659
+7,803
+6% +$1.52M 0.14% 110
2024
Q4 		$26.8M Sell
135,856
-5,580
-4% -$1.08M 0.17% 95
2024
Q3 		$24.6M Buy
141,436
+8,056
+6% +$1.37M 0.16% 95
2024
Q2 		$23.2M Buy
133,380
+64,395
+93% +$9.77M 0.17% 96
2024
Q1 		$9.39M Buy
68,985
+8,710
+14% +$1.08M 0.08% 186
2023
Q4 		$6.27M Buy
60,275
+6,531
+12% +$623K 0.06% 236
2023
Q3 		$4.67M Buy
53,744
+15,082
+39% +$1.43M 0.05% 270
2023
Q2 		$3.9M Sell
38,662
-5,999
-13% -$558K 0.04% 305
2023
Q1 		$4.15M Buy
44,661
+1,694
+4% +$152K 0.05% 282
2022
Q4 		$3.2M Buy
42,967
+5,352
+14% +$387K 0.04% 318
2022
Q3 		$2.58M Buy
37,615
+8,156
+28% +$674K 0.04% 331
2022
Q2 		$2.41M Buy
29,459
+5,492
+23% +$508K 0.04% 341
2022
Q1 		$2.5M Sell
23,967
-12,211
-34% -$1.43M 0.03% 326
2021
Q4 		$4.35M Buy
36,178
+167
+0.5% +$19.6K 0.07% 223
2021
Q3 		$4.02M Buy
36,011
+1,277
+4% +$150K 0.07% 212
2021
Q2 		$4.17M Buy
34,734
+1,133
+3% +$133K 0.08% 195
2021
Q1 		$3.97M Sell
33,601
-1,023
-3% -$127K 0.09% 180
2020
Q4 		$3.78M Sell
34,624
-3,680
-10% -$349K 0.09% 164
2020
Q3 		$3.1M Buy
38,304
+20,811
+119% +$1.58M 0.05% 273
2020
Q2 		$993K Buy
17,493
+863
+5% +$45.5K 0.03% 348
2020
Q1 		$796K Sell
16,630
-2,424
-13% -$133K 0.02% 342
2019
Q4 		$1.1M Buy
19,054
+14,201
+293% +$753K 0.03% 312
2019
Q3 		$225K Buy
+4,853
New +$207K 0.01% 508
2019
Q2 		– Sell
-6,647
Closed -$272K – 546
2019
Q1 		$272K Sell
6,647
-2,662
-29% -$102K 0.01% 381
2018
Q4 		$343K Buy
+9,309
New +$354K 0.06% 280

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's TSM Position: Q2 2025 in Review

Avantax Advisory Services increased its TSMC (TSM) stake by 1.1% in Q2 2025, buying an estimated $297K and bringing the position to 145,264 shares worth $32.9M. The position accounts for 0.18% of the portfolio, ranked #88.

Avantax Advisory Services first reported a position in TSM in Q4 2018 and has held it in 26 quarters since. 2,639 funds tracked by Wall St. Rank hold TSM as of Q2 2025.

  • Avantax Advisory Services held 145,264 shares of TSMC worth $32.9M as of Q2 2025.
  • Avantax Advisory Services bought 1,605 TSMC shares in Q2 2025, an estimated $297K.
  • TSMC made up 0.18% of Avantax Advisory Services's portfolio in Q2 2025, its #88 holding.
  • Avantax Advisory Services first reported a position in TSMC in Q4 2018 and has held it in 26 quarters since.
  • 2,639 funds tracked by Wall St. Rank held TSMC as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.