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Castle Wealth Management’s TSMC TSM Stock Holding History

Castle 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
2022
Q4 		– Sell
-327
Closed -$23K – 588
2022
Q3 		$23K Hold
327
– – 0.01% 314
2022
Q2 		$27K Buy
+327
New +$30.2K 0.02% 289

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Castle Wealth Management's TSM Position: Q4 2022 in Review

Castle Wealth Management sold out of TSMC (TSM) in Q4 2022, closing a stake of 327 shares — an estimated $23K sold.

Castle Wealth Management first reported a position in TSM in Q2 2022 and held it in 2 quarters. The position peaked at $27K in Q2 2022. 1,396 funds tracked by Wall St. Rank hold TSM as of Q4 2022.

  • Castle Wealth Management reported no remaining TSMC position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 327 TSMC shares in Q4 2022, an estimated $23K.
  • Castle Wealth Management first reported a position in TSMC in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's TSMC position peaked at $27K in Q2 2022.
  • 1,396 funds tracked by Wall St. Rank held TSMC as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.