Heritage Financial Services’s TSMC TSM Stock Holding History

Heritage Financial Services’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	-175	Closed	-$14K	–	437
2022 Q2	$14K	Buy	+175	New	+$16.2K	0.01%	279

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

Heritage Financial Services's TSM Position: Q3 2022 in Review

Heritage Financial Services sold out of TSMC (TSM) in Q3 2022, closing a stake of 175 shares — an estimated $14K sold.

Heritage Financial Services first reported a position in TSM in Q2 2022 and held it in 1 quarter. The position peaked at $14K in Q2 2022. 1,301 funds tracked by Wall St. Rank hold TSM as of Q3 2022.

Heritage Financial Services reported no remaining TSMC position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 175 TSMC shares in Q3 2022, an estimated $14K.
Heritage Financial Services first reported a position in TSMC in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's TSMC position peaked at $14K in Q2 2022.
1,301 funds tracked by Wall St. Rank held TSMC as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.