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Cassady Schiller Wealth Management’s TSMC TSM Stock Holding History

Cassady Schiller 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 		$57.9K Buy
293
+40
+16% +$7.74K 0.02% 197
2024
Q3 		$43.9K Hold
253
– – 0.02% 210
2024
Q2 		$44K Hold
253
– – 0.02% 209
2024
Q1 		$34.4K Buy
253
+42
+20% +$5.22K 0.02% 237
2023
Q4 		$21.9K Hold
211
– – 0.01% 270
2023
Q3 		$18.3K Buy
+211
New +$20K 0.01% 280

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cassady Schiller Wealth Management's TSM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its TSMC (TSM) stake by 16% in Q4 2024, buying an estimated $7.74K and bringing the position to 293 shares worth $57.9K. The position accounts for 0.02% of the portfolio, ranked #197.

Cassady Schiller Wealth Management first reported a position in TSM in Q3 2023 and has held it in 6 quarters since. 2,463 funds tracked by Wall St. Rank hold TSM as of Q4 2024.

  • Cassady Schiller Wealth Management held 293 shares of TSMC worth $57.9K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 40 TSMC shares in Q4 2024, an estimated $7.74K.
  • TSMC made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #197 holding.
  • Cassady Schiller Wealth Management first reported a position in TSMC in Q3 2023 and has held it in 6 quarters since.
  • 2,463 funds tracked by Wall St. Rank held TSMC as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.