Capital Financial Services’s TSMC TSM Stock Holding History

Capital Financial 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
2022 Q4	$1.91M	Sell	25,623 -1,475	-5%	-$107K	2.63%	10
2022 Q3	$1.86M	Sell	27,098 -150	-0.6%	-$12.4K	2.75%	7
2022 Q2	$2.23M	Sell	27,248 -100	-0.4%	-$9.25K	3.14%	6
2022 Q1	$2.85M	Sell	27,348 -125	-0.5%	-$14.6K	3.35%	6
2021 Q4	$3.31M	Sell	27,473 -175	-0.6%	-$20.5K	3.61%	6
2021 Q3	$3.09M	Buy	27,648 +15	+0.1%	+$1.76K	3.78%	5
2021 Q2	$3.32M	Sell	27,633 -650	-2%	-$76.2K	4.21%	4
2021 Q1	$3.35M	Sell	28,283 -18	-0.1%	-$2.23K	4.47%	4
2020 Q4	$3.09M	Buy	+28,301	New	+$2.68M	4.3%	3

Other funds holding TSM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

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

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

Capital Financial Services's TSM Position: Q4 2022 in Review

Capital Financial Services reduced its TSMC (TSM) stake by 5.4% in Q4 2022, selling an estimated $107K and leaving 25,623 shares worth $1.91M. The position accounts for 2.63% of the portfolio, ranked #10.

Capital Financial Services first reported a position in TSM in Q4 2020 and has held it in 9 quarters since. The position peaked at $3.35M in Q1 2021. 1,396 funds tracked by Wall St. Rank hold TSM as of Q4 2022.

Capital Financial Services held 25,623 shares of TSMC worth $1.91M as of Q4 2022.
Capital Financial Services sold 1,475 TSMC shares in Q4 2022, an estimated $107K.
TSMC made up 2.63% of Capital Financial Services's portfolio in Q4 2022, its #10 holding.
Capital Financial Services first reported a position in TSMC in Q4 2020 and has held it in 9 quarters since.
Capital Financial Services's TSMC position peaked at $3.35M in Q1 2021.
1,396 funds tracked by Wall St. Rank held TSMC as of Q4 2022.

Based on Capital Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.