Essential Planning’s TSMC TSM Stock Holding History

Essential Planning’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
2025 Q1	–	Sell	-1,453	Closed	-$280K	–	276
2024 Q4	$280K	Buy	+1,453	New	+$281K	﹤0.01%	292

Other funds holding TSM

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

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

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

Essential Planning's TSM Position: Q1 2025 in Review

Essential Planning sold out of TSMC (TSM) in Q1 2025, closing a stake of 1,453 shares — an estimated $280K sold.

Essential Planning first reported a position in TSM in Q4 2024 and held it in 1 quarter. The position peaked at $280K in Q4 2024. 2,439 funds tracked by Wall St. Rank hold TSM as of Q1 2025.

Essential Planning reported no remaining TSMC position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 1,453 TSMC shares in Q1 2025, an estimated $280K.
Essential Planning first reported a position in TSMC in Q4 2024 and held it in 1 quarter.
Essential Planning's TSMC position peaked at $280K in Q4 2024.
2,439 funds tracked by Wall St. Rank held TSMC as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.