Independent Solutions Wealth Management’s TSMC TSM Stock Holding History

Independent Solutions Wealth Management’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 Q4	–	Sell	-2,835	Closed	-$246K	–	204
2023 Q3	$246K	Sell	2,835 -140	-5%	-$13.2K	0.06%	173
2023 Q2	$300K	Buy	2,975 +262	+10%	+$24.4K	0.08%	168
2023 Q1	$252K	Buy	+2,713	New	+$244K	0.07%	184
2022 Q2	–	Sell	-1,997	Closed	-$208K	–	248
2022 Q1	$208K	Buy	1,997 +174	+10%	+$20.3K	0.05%	208
2021 Q4	$219K	Buy	+1,823	New	+$214K	0.05%	215

Other funds holding TSM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Independent Solutions Wealth Management's TSM Position: Q4 2023 in Review

Independent Solutions Wealth Management sold out of TSMC (TSM) in Q4 2023, closing a stake of 2,835 shares — an estimated $246K sold.

Independent Solutions Wealth Management first reported a position in TSM in Q4 2021 and held it in 5 quarters. The position peaked at $300K in Q2 2023. 1,677 funds tracked by Wall St. Rank hold TSM as of Q4 2023.

Independent Solutions Wealth Management reported no remaining TSMC position as of Q4 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 2,835 TSMC shares in Q4 2023, an estimated $246K.
Independent Solutions Wealth Management first reported a position in TSMC in Q4 2021 and held it in 5 quarters.
Independent Solutions Wealth Management's TSMC position peaked at $300K in Q2 2023.
1,677 funds tracked by Wall St. Rank held TSMC as of Q4 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q4 2023, filed 19 Dec 2024.