Laurel Wealth Planning’s TSMC TSM Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-315	Closed	-$23.5K	–	190
2022 Q4	$23.5K	Hold	315	–	–	0.02%	126
2022 Q3	$22K	Sell	315 -152	-33%	-$12.6K	0.02%	129
2022 Q2	$38K	Hold	467	–	–	0.03%	116
2022 Q1	$49K	Hold	467	–	–	0.03%	120
2021 Q4	$56K	Hold	467	–	–	0.04%	88
2021 Q3	$52K	Buy	467 +315	+207%	+$37K	0.04%	86
2021 Q2	$18K	Buy	+152	New	+$17.8K	0.02%	85
2021 Q1	–	Sell	-71	Closed	-$7K	–	138
2020 Q4	$7K	Buy	+71	New	+$6.73K	0.01%	90

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Laurel Wealth Planning's TSM Position: Q1 2023 in Review

Laurel Wealth Planning sold out of TSMC (TSM) in Q1 2023, closing a stake of 315 shares — an estimated $23.5K sold.

Laurel Wealth Planning first reported a position in TSM in Q4 2020 and held it in 8 quarters. The position peaked at $56K in Q4 2021. 1,495 funds tracked by Wall St. Rank hold TSM as of Q1 2023.

Laurel Wealth Planning reported no remaining TSMC position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 315 TSMC shares in Q1 2023, an estimated $23.5K.
Laurel Wealth Planning first reported a position in TSMC in Q4 2020 and held it in 8 quarters.
Laurel Wealth Planning's TSMC position peaked at $56K in Q4 2021.
1,495 funds tracked by Wall St. Rank held TSMC as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.