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Cedar Brook Financial Partners’s TSMC TSM Stock Holding History

Cedar Brook Financial Partners’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
Q3 		– Sell
-1,417
Closed -$246K – 26
2024
Q2 		$246K Sell
1,417
-5,338
-79% -$810K 1.85% 18
2024
Q1 		$919K Sell
6,755
-502
-7% -$62.4K 0.18% 132
2023
Q4 		$735K Buy
7,257
+335
+5% +$31.9K 0.16% 140
2023
Q3 		$602K Sell
6,922
-54
-0.8% -$5.11K 0.16% 145
2023
Q2 		$704K Sell
6,976
-1,146
-14% -$107K 0.17% 136
2023
Q1 		$756K Buy
8,122
+85
+1% +$7.63K 0.19% 124
2022
Q4 		$599K Buy
8,037
+116
+1% +$8.39K 0.17% 144
2022
Q3 		$543K Buy
7,921
+1,279
+19% +$106K 0.17% 149
2022
Q2 		$543K Sell
6,642
-1,063
-14% -$98.3K 0.17% 152
2022
Q1 		$803K Buy
7,705
+303
+4% +$35.4K 0.21% 116
2021
Q4 		$891K Buy
7,402
+667
+10% +$78.1K 0.23% 107
2021
Q3 		$752K Buy
6,735
+530
+9% +$62.2K 0.23% 117
2021
Q2 		$746K Sell
6,205
-29
-0.5% -$3.4K 0.22% 118
2021
Q1 		$737K Buy
6,234
+243
+4% +$30.1K 0.26% 97
2020
Q4 		$653K Buy
5,991
+441
+8% +$41.8K 0.23% 108
2020
Q3 		$450K Sell
5,550
-574
-9% -$43.6K 0.18% 150
2020
Q2 		$348K Buy
6,124
+66
+1% +$3.48K 0.16% 170
2020
Q1 		$290K Sell
6,058
-1,018
-14% -$55.7K 0.16% 172
2019
Q4 		$411K Sell
7,076
-45
-0.6% -$2.39K 0.17% 159
2019
Q3 		$331K Sell
7,121
-33
-0.5% -$1.41K 0.15% 195
2019
Q2 		$280K Sell
7,154
-467
-6% -$19.2K 0.13% 219
2019
Q1 		$312K Buy
+7,621
New +$291K 0.15% 197

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cedar Brook Financial Partners's TSM Position: Q3 2024 in Review

Cedar Brook Financial Partners sold out of TSMC (TSM) in Q3 2024, closing a stake of 1,417 shares — an estimated $246K sold.

Cedar Brook Financial Partners first reported a position in TSM in Q1 2019 and held it in 22 quarters. The position peaked at $919K in Q1 2024. 2,187 funds tracked by Wall St. Rank hold TSM as of Q3 2024.

  • Cedar Brook Financial Partners reported no remaining TSMC position as of Q3 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,417 TSMC shares in Q3 2024, an estimated $246K.
  • Cedar Brook Financial Partners first reported a position in TSMC in Q1 2019 and held it in 22 quarters.
  • Cedar Brook Financial Partners's TSMC position peaked at $919K in Q1 2024.
  • 2,187 funds tracked by Wall St. Rank held TSMC as of Q3 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2024, filed 21 Oct 2024.