Avitas Wealth Management’s TSMC TSM Stock Holding History

Avitas 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 Q4	$2.72M	Sell	13,791 -52	-0.4%	-$10.1K	0.38%	70
2024 Q3	$2.4M	Sell	13,843 -205	-1%	-$34.9K	0.34%	82
2024 Q2	$2.44M	Buy	14,048 +9,472	+207%	+$1.44M	0.36%	73
2024 Q1	$623K	Sell	4,576 -42	-0.9%	-$5.22K	0.09%	159
2023 Q4	$480K	Sell	4,618 -15	-0.3%	-$1.43K	0.08%	166
2023 Q3	$403K	Sell	4,633 -135	-3%	-$12.8K	0.08%	178
2023 Q2	$481K	Sell	4,768 -71	-1%	-$6.61K	0.09%	157
2023 Q1	$450K	Sell	4,839 -95	-2%	-$8.53K	0.09%	161
2022 Q4	$368K	Buy	+4,934	New	+$357K	0.08%	161
2022 Q2	–	Sell	-35,025	Closed	-$3.65M	–	228
2022 Q1	$3.65M	Sell	35,025 -9,465	-21%	-$1.11M	0.66%	45
2021 Q4	$5.35M	Buy	44,490 +1,056	+2%	+$124K	0.9%	39
2021 Q3	$4.85M	Buy	43,434 +8,575	+25%	+$1.01M	0.88%	34
2021 Q2	$4.19M	Buy	34,859 +1,191	+4%	+$140K	0.75%	44
2021 Q1	$3.98M	Buy	+33,668	New	+$4.17M	0.78%	40

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

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

VanEck Associates New York $133B AUM 72.99% 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

Avitas Wealth Management's TSM Position: Q4 2024 in Review

Avitas Wealth Management reduced its TSMC (TSM) stake by 0.38% in Q4 2024, selling an estimated $10.1K and leaving 13,791 shares worth $2.72M. The position accounts for 0.38% of the portfolio, ranked #70.

Avitas Wealth Management first reported a position in TSM in Q1 2021 and has held it in 14 quarters since. The position peaked at $5.35M in Q4 2021. 2,463 funds tracked by Wall St. Rank hold TSM as of Q4 2024.

Avitas Wealth Management held 13,791 shares of TSMC worth $2.72M as of Q4 2024.
Avitas Wealth Management sold 52 TSMC shares in Q4 2024, an estimated $10.1K.
TSMC made up 0.38% of Avitas Wealth Management's portfolio in Q4 2024, its #70 holding.
Avitas Wealth Management first reported a position in TSMC in Q1 2021 and has held it in 14 quarters since.
Avitas Wealth Management's TSMC position peaked at $5.35M in Q4 2021.
2,463 funds tracked by Wall St. Rank held TSMC as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.