Baystate Wealth Management’s TSMC TSM Stock Holding History

Baystate 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
2023 Q4	$53.1K	Buy	510 +114	+29%	+$10.9K	﹤0.01%	367
2023 Q3	$34.4K	Buy	396 +138	+53%	+$13.1K	﹤0.01%	392
2023 Q2	$26.1K	Buy	258 +240	+1,333%	+$22.3K	﹤0.01%	425
2023 Q1	$1.7K	Hold	18	–	–	﹤0.01%	857
2022 Q4	$1K	Hold	18	–	–	﹤0.01%	916
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	860
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	875
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	779
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	782
2021 Q3	$2K	Hold	18	–	–	﹤0.01%	706
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	677
2021 Q1	$2K	Buy	18 +6	+50%	+$743	﹤0.01%	612
2020 Q4	$1K	Buy	+12	New	+$1.14K	﹤0.01%	650

Other funds holding TSM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baystate Wealth Management's TSM Position: Q4 2023 in Review

Baystate Wealth Management increased its TSMC (TSM) stake by 29% in Q4 2023, buying an estimated $10.9K and bringing the position to 510 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Baystate Wealth Management first reported a position in TSM in Q4 2020 and has held it in 13 quarters since. 1,677 funds tracked by Wall St. Rank hold TSM as of Q4 2023.

Baystate Wealth Management held 510 shares of TSMC worth $53.1K as of Q4 2023.
Baystate Wealth Management bought 114 TSMC shares in Q4 2023, an estimated $10.9K.
TSMC made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #367 holding.
Baystate Wealth Management first reported a position in TSMC in Q4 2020 and has held it in 13 quarters since.
1,677 funds tracked by Wall St. Rank held TSMC as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.