BerganKDV Wealth Management’s TSMC TSM Stock Holding History

BerganKDV 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 Q2	$82.6K	Hold	818	–	–	0.01%	322
2023 Q1	$76.1K	Sell	818 -174	-18%	-$15.6K	0.01%	345
2022 Q4	$73.9K	Buy	992 +55	+6%	+$3.98K	0.01%	344
2022 Q3	$64K	Hold	937	–	–	0.01%	348
2022 Q2	$77K	Hold	937	–	–	0.01%	332
2022 Q1	$98K	Buy	937 +142	+18%	+$16.6K	0.01%	311
2021 Q4	$96K	Hold	795	–	–	0.01%	338
2021 Q3	$89K	Buy	795 +169	+27%	+$19.8K	0.01%	335
2021 Q2	$75K	Buy	626 +50	+9%	+$5.86K	0.01%	340
2021 Q1	$68K	Hold	576	–	–	0.01%	336
2020 Q4	$63K	Sell	576 -5	-0.9%	-$474	0.01%	329
2020 Q3	$47K	Hold	581	–	–	0.01%	344
2020 Q2	$33K	Buy	581 +305	+111%	+$16.1K	0.01%	397
2020 Q1	$13K	Hold	276	–	–	﹤0.01%	466
2019 Q4	$16K	Hold	276	–	–	﹤0.01%	479
2019 Q3	$13K	Hold	276	–	–	﹤0.01%	481
2019 Q2	$11K	Hold	276	–	–	﹤0.01%	508
2019 Q1	$11K	Hold	276	–	–	﹤0.01%	524
2018 Q4	$10K	Hold	276	–	–	﹤0.01%	483
2018 Q3	$12K	Hold	276	–	–	﹤0.01%	466
2018 Q2	$10K	Buy	+276	New	+$10.9K	﹤0.01%	510

Other funds holding TSM

Sanders Capital

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

Fidelity Investments

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return