Laurel Wealth Advisors (California)’s TSMC TSM Stock Holding History

Laurel Wealth Advisors (California)’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
2022 Q4	$2.28M	Buy	30,613 +623	+2%	+$45.1K	0.22%	105
2022 Q3	$2.06M	Buy	29,990 +18,452	+160%	+$1.53M	0.22%	108
2022 Q2	$944K	Sell	11,538 -21,544	-65%	-$1.99M	0.1%	226
2022 Q1	$3.45M	Sell	33,082 -4,010	-11%	-$469K	0.29%	83
2021 Q4	$4.46M	Buy	37,092 +12,209	+49%	+$1.43M	0.34%	67
2021 Q3	$2.78M	Sell	24,883 -347	-1%	-$40.7K	0.51%	35
2021 Q2	$3.03M	Buy	25,230 +659	+3%	+$77.2K	0.39%	56
2021 Q1	$2.91M	Buy	24,571 +10,833	+79%	+$1.34M	0.44%	51
2020 Q4	$1.5M	Buy	13,738 +155	+1%	+$14.7K	0.22%	108
2020 Q3	$1.1M	Buy	+13,583	New	+$1.03M	0.18%	129
2019 Q3	–	Sell	-11,933	Closed	-$467K	–	458
2019 Q2	$467K	Buy	+11,933	New	+$491K	0.1%	219
2018 Q3	–	Sell	-21,848	Closed	-$798K	–	451
2018 Q2	$798K	Buy	+21,848	New	+$863K	0.21%	117
2018 Q1	–	Sell	-23,048	Closed	-$913K	–	380
2017 Q4	$913K	Buy	23,048 +10,950	+91%	+$444K	0.26%	97
2017 Q3	$454K	Buy	+12,098	New	+$442K	0.15%	162

Other funds holding TSM

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

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

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

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

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

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

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

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

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

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

Laurel Wealth Advisors (California)'s TSM Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its TSMC (TSM) stake by 2.1% in Q4 2022, buying an estimated $45.1K and bringing the position to 30,613 shares worth $2.28M. The position accounts for 0.22% of the portfolio, ranked #105.

Laurel Wealth Advisors (California) first reported a position in TSM in Q3 2017 and has held it in 14 quarters since. The position peaked at $4.46M in Q4 2021. 1,397 funds tracked by Wall St. Rank hold TSM as of Q4 2022.

Laurel Wealth Advisors (California) held 30,613 shares of TSMC worth $2.28M as of Q4 2022.
Laurel Wealth Advisors (California) bought 623 TSMC shares in Q4 2022, an estimated $45.1K.
TSMC made up 0.22% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #105 holding.
Laurel Wealth Advisors (California) first reported a position in TSMC in Q3 2017 and has held it in 14 quarters since.
Laurel Wealth Advisors (California)'s TSMC position peaked at $4.46M in Q4 2021.
1,397 funds tracked by Wall St. Rank held TSMC as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.