Financial Synergies Wealth Advisors’s TSMC TSM Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-125	Closed	-$17K	–	437
2024 Q1	$17K	Hold	125	–	–	﹤0.01%	212
2023 Q4	$9.31K	Hold	125	–	–	﹤0.01%	193
2023 Q3	$10.9K	Hold	125	–	–	﹤0.01%	225
2023 Q2	$12.6K	Hold	125	–	–	﹤0.01%	211
2023 Q1	$11.6K	Hold	125	–	–	﹤0.01%	227
2022 Q4	$9.31K	Hold	125	–	–	﹤0.01%	193
2022 Q3	$8.57K	Hold	125	–	–	﹤0.01%	170
2022 Q2	$10.2K	Buy	+125	New	+$11.6K	﹤0.01%	167

Other funds holding TSM

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

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

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

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

Financial Synergies Wealth Advisors's TSM Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of TSMC (TSM) in Q2 2024, closing a stake of 125 shares — an estimated $17K sold.

Financial Synergies Wealth Advisors first reported a position in TSM in Q2 2022 and held it in 8 quarters. The position peaked at $17K in Q1 2024. 2,099 funds tracked by Wall St. Rank hold TSM as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining TSMC position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 125 TSMC shares in Q2 2024, an estimated $17K.
Financial Synergies Wealth Advisors first reported a position in TSMC in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's TSMC position peaked at $17K in Q1 2024.
2,099 funds tracked by Wall St. Rank held TSMC as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.