Lenox Wealth Advisors’s TSMC TSM Stock Holding History

Lenox 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
2022 Q1	$133K	Sell	1,335 -214	-14%	-$25K	0.02%	142
2021 Q4	$186K	Buy	1,549 +1,000	+182%	+$117K	0.02%	119
2021 Q3	$61K	Hold	549	–	–	0.01%	208
2021 Q2	$66K	Sell	549 -87	-14%	-$10.2K	0.01%	199
2021 Q1	$75K	Sell	636 -87	-12%	-$10.8K	0.01%	145
2020 Q4	$79K	Buy	723 +174	+32%	+$16.5K	0.01%	142
2020 Q3	$45K	Hold	549	–	–	0.01%	176
2020 Q2	$31K	Sell	549 -1,022	-65%	-$53.9K	﹤0.01%	218
2020 Q1	$75K	Buy	1,571 +137	+10%	+$7.49K	0.01%	108
2019 Q4	$83K	Buy	1,434 +110	+8%	+$5.83K	0.01%	127
2019 Q3	$62K	Buy	1,324 +775	+141%	+$33K	0.01%	141
2019 Q2	$22K	Sell	549 -44	-7%	-$1.81K	﹤0.01%	220
2019 Q1	$24K	Buy	593 +44	+8%	+$1.68K	﹤0.01%	187
2018 Q4	$20K	Hold	549	–	–	﹤0.01%	198
2018 Q3	$24K	Sell	549 -482	-47%	-$20K	﹤0.01%	196
2018 Q2	$38K	Sell	1,031 -262	-20%	-$10.4K	0.01%	172
2018 Q1	$57K	Buy	1,293 +1,198	+1,261%	+$52.2K	0.01%	154
2017 Q4	$4K	Sell	95 -9	-9%	-$365	﹤0.01%	253
2017 Q3	$4K	Buy	+104	New	+$3.8K	﹤0.01%	93
2016 Q1	–	Sell	-61	Closed	-$1K	–	405
2015 Q4	$1K	Sell	61 -150	-71%	-$3.37K	﹤0.01%	435
2015 Q3	$4K	Hold	211	–	–	﹤0.01%	287
2015 Q2	$5K	Hold	211	–	–	﹤0.01%	215
2015 Q1	$5K	Hold	211	–	–	﹤0.01%	239
2014 Q4	$5K	Hold	211	–	–	﹤0.01%	244
2014 Q3	$4K	Buy	+211	New	+$4.4K	﹤0.01%	251

Other funds holding TSM

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lenox Wealth Advisors's TSM Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its TSMC (TSM) stake by 14% in Q1 2022, selling an estimated $25K and leaving 1,335 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #142.

Lenox Wealth Advisors first reported a position in TSM in Q3 2014 and has held it in 25 quarters since. The position peaked at $186K in Q4 2021. 1,475 funds tracked by Wall St. Rank hold TSM as of Q1 2022.

Lenox Wealth Advisors held 1,335 shares of TSMC worth $133K as of Q1 2022.
Lenox Wealth Advisors sold 214 TSMC shares in Q1 2022, an estimated $25K.
TSMC made up 0.02% of Lenox Wealth Advisors's portfolio in Q1 2022, its #142 holding.
Lenox Wealth Advisors first reported a position in TSMC in Q3 2014 and has held it in 25 quarters since.
Lenox Wealth Advisors's TSMC position peaked at $186K in Q4 2021.
1,475 funds tracked by Wall St. Rank held TSMC as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.