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Bar Harbor Wealth Management’s TSMC TSM Stock Holding History

Bar Harbor 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
2021
Q4 		– Sell
-2,908
Closed -$325K – 252
2021
Q3 		$325K Sell
2,908
-116
-4% -$13.6K 0.03% 184
2021
Q2 		$363K Sell
3,024
-143
-5% -$16.8K 0.03% 185
2021
Q1 		$375K Hold
3,167
– – 0.04% 183
2020
Q4 		$345K Sell
3,167
-121
-4% -$11.5K 0.03% 187
2020
Q3 		$267K Buy
+3,288
New +$250K 0.03% 200
2020
Q1 		– Sell
-14,840
Closed -$862K – 281
2019
Q4 		$862K Sell
14,840
-3,950
-21% -$210K 0.09% 149
2019
Q3 		$873K Buy
18,790
+248
+1% +$10.6K 0.1% 155
2019
Q2 		$726K Buy
18,542
+6,866
+59% +$283K 0.08% 172
2019
Q1 		$478K Sell
11,676
-2,031
-15% -$77.5K 0.06% 202
2018
Q4 		$506K Sell
13,707
-7,066
-34% -$269K 0.07% 186
2018
Q3 		$918K Buy
20,773
+1,592
+8% +$65.9K 0.1% 153
2018
Q2 		$701K Buy
19,181
+2,122
+12% +$83.9K 0.08% 171
2018
Q1 		$746K Buy
17,059
+2,793
+20% +$122K 0.09% 161
2017
Q4 		$566K Sell
14,266
-218
-2% -$8.83K 0.07% 185
2017
Q3 		$544K Sell
14,484
-369
-2% -$13.5K 0.07% 185
2017
Q2 		$519K Sell
14,853
-1,003
-6% -$34.7K 0.06% 195
2017
Q1 		$521K Sell
15,856
-1,487
-9% -$46.4K 0.06% 199
2016
Q4 		$499K Buy
17,343
+3,509
+25% +$106K 0.06% 212
2016
Q3 		$423K Buy
13,834
+474
+4% +$13.6K 0.05% 227
2016
Q2 		$350K Buy
13,360
+2,259
+20% +$56.4K 0.04% 235
2016
Q1 		$291K Buy
+11,101
New +$260K 0.04% 250

Other funds holding TSM

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bar Harbor Wealth Management's TSM Position: Q4 2021 in Review

Bar Harbor Wealth Management sold out of TSMC (TSM) in Q4 2021, closing a stake of 2,908 shares — an estimated $325K sold.

Bar Harbor Wealth Management first reported a position in TSM in Q1 2016 and held it in 21 quarters. The position peaked at $918K in Q3 2018. 1,497 funds tracked by Wall St. Rank hold TSM as of Q4 2021.

  • Bar Harbor Wealth Management reported no remaining TSMC position as of Q4 2021 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 2,908 TSMC shares in Q4 2021, an estimated $325K.
  • Bar Harbor Wealth Management first reported a position in TSMC in Q1 2016 and held it in 21 quarters.
  • Bar Harbor Wealth Management's TSMC position peaked at $918K in Q3 2018.
  • 1,497 funds tracked by Wall St. Rank held TSMC as of Q4 2021.

Based on Bar Harbor Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.