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Intercontinental Wealth Advisors’s TSMC TSM Stock Holding History

Intercontinental 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
2023
Q2 		$606K Buy
6,005
+373
+7% +$34.7K 0.14% 160
2023
Q1 		$524K Sell
5,632
-61
-1% -$5.48K 0.13% 181
2022
Q4 		$424K Buy
5,693
+51
+0.9% +$3.69K 0.13% 187
2022
Q3 		$387K Sell
5,642
-34
-0.6% -$2.81K 0.12% 192
2022
Q2 		$464K Hold
5,676
– – 0.13% 174
2022
Q1 		$592K Sell
5,676
-5,613
-50% -$656K 0.13% 162
2021
Q4 		$1.36M Buy
11,289
+616
+6% +$72.2K 0.29% 65
2021
Q3 		$1.19M Sell
10,673
-347
-3% -$40.7K 0.28% 70
2021
Q2 		$1.32M Sell
11,020
-270
-2% -$31.6K 0.26% 68
2021
Q1 		$1.33M Buy
11,290
+4,321
+62% +$535K 0.29% 64
2020
Q4 		$760K Buy
6,969
+961
+16% +$91.1K 0.18% 102
2020
Q3 		$487K Sell
6,008
-2,638
-31% -$200K 0.14% 115
2020
Q2 		$491K Sell
8,646
-5,048
-37% -$266K 0.16% 104
2020
Q1 		$654K Buy
13,694
+7,092
+107% +$388K 0.35% 76
2019
Q4 		$382K Sell
6,602
-7,098
-52% -$376K 0.32% 57
2019
Q3 		$637K Sell
13,700
-294
-2% -$12.5K 0.39% 49
2019
Q2 		$548K Sell
13,994
-329
-2% -$13.5K 0.28% 52
2019
Q1 		$587K Buy
14,323
+563
+4% +$21.5K 0.29% 48
2018
Q4 		$508K Sell
13,760
-979
-7% -$37.3K 0.28% 53
2018
Q3 		$651K Buy
14,739
+490
+3% +$20.3K 0.33% 50
2018
Q2 		$521K Sell
14,249
-235
-2% -$9.29K 0.29% 55
2018
Q1 		$634K Sell
14,484
-3,156
-18% -$138K 0.37% 52
2017
Q4 		$699K Sell
17,640
-833
-5% -$33.8K 0.39% 47
2017
Q3 		$694K Buy
18,473
+149
+0.8% +$5.44K 0.42% 43
2017
Q2 		$641K Sell
18,324
-2,116
-10% -$73.2K 0.41% 47
2017
Q1 		$671K Sell
20,440
-7,657
-27% -$239K 0.4% 54
2016
Q4 		$808K Sell
28,097
-430
-2% -$12.9K 0.52% 45
2016
Q3 		$873K Sell
28,527
-1,657
-5% -$47.4K 0.62% 40
2016
Q2 		$792K Sell
30,184
-1,107
-4% -$27.6K 0.58% 41
2016
Q1 		$820K Sell
31,291
-9,385
-23% -$220K 0.62% 38
2015
Q4 		$925K Buy
+40,676
New +$915K 0.64% 37

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Intercontinental Wealth Advisors's TSM Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its TSMC (TSM) stake by 6.6% in Q2 2023, buying an estimated $34.7K and bringing the position to 6,005 shares worth $606K. The position accounts for 0.14% of the portfolio, ranked #160.

Intercontinental Wealth Advisors first reported a position in TSM in Q4 2015 and has held it in 31 quarters since. The position peaked at $1.36M in Q4 2021. 1,565 funds tracked by Wall St. Rank hold TSM as of Q2 2023.

  • Intercontinental Wealth Advisors held 6,005 shares of TSMC worth $606K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 373 TSMC shares in Q2 2023, an estimated $34.7K.
  • TSMC made up 0.14% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #160 holding.
  • Intercontinental Wealth Advisors first reported a position in TSMC in Q4 2015 and has held it in 31 quarters since.
  • Intercontinental Wealth Advisors's TSMC position peaked at $1.36M in Q4 2021.
  • 1,565 funds tracked by Wall St. Rank held TSMC as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.