Curi Wealth Management’s TSMC TSM Stock Holding History

Curi 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 Q3	–	Sell	-614	Closed	-$50K	–	648
2022 Q2	$50K	Buy	614 +451	+277%	+$41.7K	0.01%	228
2022 Q1	$17K	Sell	163 -72	-31%	-$8.42K	﹤0.01%	303
2021 Q4	$28K	Buy	+235	New	+$27.5K	﹤0.01%	216
2021 Q1	–	Sell	-20	Closed	-$2K	–	449
2020 Q4	$2K	Buy	+20	New	+$1.9K	﹤0.01%	344

Other funds holding TSM

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

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

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

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

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

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Curi Wealth Management's TSM Position: Q3 2022 in Review

Curi Wealth Management sold out of TSMC (TSM) in Q3 2022, closing a stake of 614 shares — an estimated $50K sold.

Curi Wealth Management first reported a position in TSM in Q4 2020 and held it in 4 quarters. The position peaked at $50K in Q2 2022. 1,301 funds tracked by Wall St. Rank hold TSM as of Q3 2022.

Curi Wealth Management reported no remaining TSMC position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 614 TSMC shares in Q3 2022, an estimated $50K.
Curi Wealth Management first reported a position in TSMC in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's TSMC position peaked at $50K in Q2 2022.
1,301 funds tracked by Wall St. Rank held TSMC as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.