KCS Wealth Advisory’s TSMC TSM Stock Holding History

KCS Wealth Advisory’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	$2.39M	Sell	27,531 -1,080	-4%	-$102K	1.02%	29
2023 Q2	$2.89M	Sell	28,611 -3,618	-11%	-$337K	1%	29
2023 Q1	$3M	Sell	32,229 -294	-0.9%	-$26.4K	1.13%	25
2022 Q4	$2.42M	Buy	32,523 +1,320	+4%	+$95.5K	1.01%	35
2022 Q3	$2.14M	Buy	31,203 +3,262	+12%	+$270K	0.99%	35
2022 Q2	$2.28M	Buy	27,941 +1,857	+7%	+$172K	1.02%	29
2022 Q1	$2.72M	Buy	26,084 +626	+2%	+$73.2K	1.26%	23
2021 Q4	$3.06M	Buy	25,458 +187	+0.7%	+$21.9K	1.23%	19
2021 Q3	$2.82M	Sell	25,271 -242	-0.9%	-$28.4K	1.33%	17
2021 Q2	$3.07M	Sell	25,513 -964	-4%	-$113K	1.44%	14
2021 Q1	$3.13M	Sell	26,477 -866	-3%	-$107K	1.62%	10
2020 Q4	$2.98M	Sell	27,343 -328	-1%	-$31.1K	1.97%	7
2020 Q3	$2.24M	Sell	27,671 -778	-3%	-$59.1K	1.79%	8
2020 Q2	$1.61M	Buy	28,449 +365	+1%	+$19.2K	1.34%	20
2020 Q1	$1.34M	Sell	28,084 -1,622	-5%	-$88.7K	1.36%	13
2019 Q4	$1.73M	Buy	29,706 +335	+1%	+$17.8K	1.29%	11
2019 Q3	$1.37M	Sell	29,371 -280	-0.9%	-$11.9K	0.94%	20
2019 Q2	$1.16M	Buy	29,651 +457	+2%	+$18.8K	0.92%	25
2019 Q1	$1.2M	Buy	29,194 +653	+2%	+$24.9K	1.04%	18
2018 Q4	$1.05M	Buy	28,541 +680	+2%	+$25.9K	1.11%	19
2018 Q3	$1.23M	Buy	27,861 +1,608	+6%	+$66.6K	1.14%	17
2018 Q2	$960K	Buy	26,253 +1,296	+5%	+$51.2K	0.89%	27
2018 Q1	$1.09M	Buy	24,957 +1,062	+4%	+$46.3K	0.99%	17
2017 Q4	$947K	Buy	+23,895	New	+$968K	0.92%	23

Other funds holding TSM

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KCS Wealth Advisory's TSM Position: Q3 2023 in Review

KCS Wealth Advisory reduced its TSMC (TSM) stake by 3.8% in Q3 2023, selling an estimated $102K and leaving 27,531 shares worth $2.39M. The position accounts for 1.02% of the portfolio, ranked #29.

KCS Wealth Advisory first reported a position in TSM in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.13M in Q1 2021. 1,521 funds tracked by Wall St. Rank hold TSM as of Q3 2023.

KCS Wealth Advisory held 27,531 shares of TSMC worth $2.39M as of Q3 2023.
KCS Wealth Advisory sold 1,080 TSMC shares in Q3 2023, an estimated $102K.
TSMC made up 1.02% of KCS Wealth Advisory's portfolio in Q3 2023, its #29 holding.
KCS Wealth Advisory first reported a position in TSMC in Q4 2017 and has held it in 24 quarters since.
KCS Wealth Advisory's TSMC position peaked at $3.13M in Q1 2021.
1,521 funds tracked by Wall St. Rank held TSMC as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.