Cerro Pacific Wealth Advisors’s TSMC TSM Stock Holding History

Cerro Pacific Wealth Advisors’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
2026 Q1	$954K	Buy	2,824 +10	+0.4%	+$3.44K	0.25%	70
2025 Q4	$855K	Buy	2,814 +241	+9%	+$70.7K	0.23%	70
2025 Q3	$719K	Sell	2,573 -748	-23%	-$183K	0.2%	83
2025 Q2	$752K	Buy	3,321 +873	+36%	+$162K	0.21%	86
2025 Q1	$483K	Buy	2,448 +135	+6%	+$26.2K	0.16%	105
2024 Q4	$402K	Buy	2,313 +509	+28%	+$98.5K	0.13%	115
2024 Q3	$313K	Hold	1,804	–	–	0.12%	123
2024 Q2	$313K	Buy	+1,804	New	+$274K	0.12%	124
2023 Q1	$313K	Sell	3,365 -2,377	-41%	-$213K	0.17%	116
2022 Q4	$428K	Sell	5,742 -785	-12%	-$56.8K	0.23%	105
2022 Q3	$447K	Sell	6,527 -187	-3%	-$15.5K	0.27%	93
2022 Q2	$549K	Sell	6,714 -1,657	-20%	-$153K	0.34%	79
2022 Q1	$873K	Buy	8,371 +114	+1%	+$13.3K	0.53%	53
2021 Q4	$993K	Buy	8,257 +2,403	+41%	+$281K	0.63%	43
2021 Q3	$654K	Buy	+5,854	New	+$687K	0.47%	68

Other funds holding TSM

Fidelity Investments

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

Capital World Investors

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

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 $1.47T AUM 27.86% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return