Lenox Wealth Management’s TSMC TSM Stock Holding History

Lenox Wealth Management’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
2020 Q2	$5.17M	Sell	90,482 -84	-0.1%	-$4.43K	1.58%	11
2020 Q1	$4.37M	Sell	90,566 -8,407	-8%	-$460K	1.5%	11
2019 Q4	$5.79M	Sell	98,973 -9,839	-9%	-$522K	1.62%	10
2019 Q3	$5.09M	Sell	108,812 -1,255	-1%	-$53.5K	1.48%	12
2019 Q2	$4.45M	Buy	110,067 +54	+0%	+$2.22K	1.33%	17
2019 Q1	$4.51M	Buy	110,013 +548	+0.5%	+$20.9K	1.4%	15
2018 Q4	$4.04M	Sell	109,465 -7,869	-7%	-$300K	1.36%	15
2018 Q3	$5.18M	Buy	117,334 +2,247	+2%	+$93.1K	1.54%	10
2018 Q2	$4.33M	Sell	115,087 -16,583	-13%	-$655K	1.39%	12
2018 Q1	$5.76M	Buy	131,670 +4,767	+4%	+$208K	1.86%	9
2017 Q4	$5.03M	Buy	126,903 +43,790	+53%	+$1.77M	1.53%	12
2017 Q3	$3.12M	Buy	83,113 +25,630	+45%	+$936K	1.07%	15
2017 Q2	$2.05M	Buy	+57,483	New	+$1.99M	0.83%	22

Other funds holding TSM

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Lenox Wealth Management's TSM Position: Q2 2020 in Review

Lenox Wealth Management reduced its TSMC (TSM) stake by 0.09% in Q2 2020, selling an estimated $4.43K and leaving 90,482 shares worth $5.17M. The position accounts for 1.58% of the portfolio, ranked #11.

Lenox Wealth Management first reported a position in TSM in Q2 2017 and has held it in 13 quarters since. The position peaked at $5.79M in Q4 2019. 939 funds tracked by Wall St. Rank hold TSM as of Q2 2020.

Lenox Wealth Management held 90,482 shares of TSMC worth $5.17M as of Q2 2020.
Lenox Wealth Management sold 84 TSMC shares in Q2 2020, an estimated $4.43K.
TSMC made up 1.58% of Lenox Wealth Management's portfolio in Q2 2020, its #11 holding.
Lenox Wealth Management first reported a position in TSMC in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's TSMC position peaked at $5.79M in Q4 2019.
939 funds tracked by Wall St. Rank held TSMC as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.