IWP
TSM icon

Icon Wealth Partners’s TSMC TSM Stock Holding History

Icon Wealth Partners’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
2023
Q3 		$123K Buy
1,416
+21
+2% +$1.99K 0.01% 351
2023
Q2 		$141K Sell
1,395
-443
-24% -$41.2K 0.01% 357
2023
Q1 		$171K Buy
+1,838
New +$165K 0.02% 336
2022
Q2 		$252K Sell
3,083
-3,866
-56% -$358K 0.03% 267
2022
Q1 		$725K Sell
6,949
-108
-2% -$12.6K 0.07% 177
2021
Q4 		$849K Buy
7,057
+381
+6% +$44.6K 0.09% 161
2021
Q3 		$745K Sell
6,676
-131
-2% -$15.4K 0.08% 183
2021
Q2 		$818K Buy
6,807
+527
+8% +$61.7K 0.09% 174
2021
Q1 		$743K Buy
6,280
+198
+3% +$24.5K 0.09% 169
2020
Q4 		$663K Buy
6,082
+1,726
+40% +$164K 0.1% 144
2020
Q3 		$353K Sell
4,356
-1,608
-27% -$122K 0.07% 178
2020
Q2 		$339K Buy
+5,964
New +$314K 0.08% 171
2020
Q1 		– Sell
-4,594
Closed -$267K – 180
2019
Q4 		$267K Buy
4,594
+177
+4% +$9.39K 0.08% 137
2019
Q3 		$205K Buy
+4,417
New +$188K 0.07% 152
2019
Q2 		– Sell
-4,847
Closed -$199K – 718
2019
Q1 		$199K Sell
4,847
-143
-3% -$5.46K 0.07% 149
2018
Q4 		$184K Sell
4,990
-239
-5% -$9.1K 0.09% 144
2018
Q3 		$231K Sell
5,229
-1,814
-26% -$75.1K 0.1% 157
2018
Q2 		$257K Sell
7,043
-507
-7% -$20K 0.11% 133
2018
Q1 		$330K Sell
7,550
-1,127
-13% -$49.1K 0.18% 119
2017
Q4 		$344K Buy
+8,677
New +$352K 0.17% 122

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Icon Wealth Partners's TSM Position: Q3 2023 in Review

Icon Wealth Partners increased its TSMC (TSM) stake by 1.5% in Q3 2023, buying an estimated $1.99K and bringing the position to 1,416 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #351.

Icon Wealth Partners first reported a position in TSM in Q4 2017 and has held it in 20 quarters since. The position peaked at $849K in Q4 2021. 1,521 funds tracked by Wall St. Rank hold TSM as of Q3 2023.

  • Icon Wealth Partners held 1,416 shares of TSMC worth $123K as of Q3 2023.
  • Icon Wealth Partners bought 21 TSMC shares in Q3 2023, an estimated $1.99K.
  • TSMC made up 0.01% of Icon Wealth Partners's portfolio in Q3 2023, its #351 holding.
  • Icon Wealth Partners first reported a position in TSMC in Q4 2017 and has held it in 20 quarters since.
  • Icon Wealth Partners's TSMC position peaked at $849K in Q4 2021.
  • 1,521 funds tracked by Wall St. Rank held TSMC as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.