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Kiely Wealth Advisory Group’s TSMC TSM Stock Holding History

Kiely Wealth Advisory Group’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 		$686K Hold
3,300
– – 0.44% 16
2024
Q3 		$631K Hold
3,300
– – 0.4% 15
2024
Q2 		$540K Hold
3,300
– – 0.3% 13
2024
Q1 		$451K Hold
3,300
– – 0.26% 16
2023
Q4 		$389K Buy
+3,300
New +$315K 0.22% 21

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

Kiely Wealth Advisory Group's TSM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its TSMC (TSM) position steady in Q4 2024 at 3,300 shares worth $686K. The position accounts for 0.44% of the portfolio, ranked #16.

Kiely Wealth Advisory Group first reported a position in TSM in Q4 2023 and has held it in 5 quarters since. 2,463 funds tracked by Wall St. Rank hold TSM as of Q4 2024.

  • Kiely Wealth Advisory Group held 3,300 shares of TSMC worth $686K as of Q4 2024.
  • Kiely Wealth Advisory Group left its TSMC share count unchanged in Q4 2024.
  • TSMC made up 0.44% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #16 holding.
  • Kiely Wealth Advisory Group first reported a position in TSMC in Q4 2023 and has held it in 5 quarters since.
  • 2,463 funds tracked by Wall St. Rank held TSMC as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.