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Heritage Oak Wealth Advisors’s TSMC TSM Stock Holding History

Heritage Oak 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
Q4 		– Sell
-1,932
Closed -$336K – 174
2024
Q3 		$336K Sell
1,932
-74
-4% -$12.6K 0.15% 98
2024
Q2 		$349K Buy
+2,006
New +$304K 0.18% 76

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Heritage Oak Wealth Advisors's TSM Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of TSMC (TSM) in Q4 2024, closing a stake of 1,932 shares — an estimated $336K sold.

Heritage Oak Wealth Advisors first reported a position in TSM in Q2 2024 and held it in 2 quarters. The position peaked at $349K in Q2 2024. 2,463 funds tracked by Wall St. Rank hold TSM as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining TSMC position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 1,932 TSMC shares in Q4 2024, an estimated $336K.
  • Heritage Oak Wealth Advisors first reported a position in TSMC in Q2 2024 and held it in 2 quarters.
  • Heritage Oak Wealth Advisors's TSMC position peaked at $349K in Q2 2024.
  • 2,463 funds tracked by Wall St. Rank held TSMC as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.