Marietta Wealth Management’s TSMC TSM Stock Holding History

Marietta 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
2018 Q4	–	Sell	-38,419	Closed	-$1.7M	–	121
2018 Q3	$1.7M	Sell	38,419 -72	-0.2%	-$2.98K	0.75%	65
2018 Q2	$1.41M	Buy	38,491 +2,704	+8%	+$107K	0.69%	62
2018 Q1	$1.57M	Buy	35,787 +805	+2%	+$35.1K	0.82%	53
2017 Q4	$1.39M	Buy	34,982 +2,132	+6%	+$86.4K	0.75%	59
2017 Q3	$1.23M	Buy	32,850 +3,113	+10%	+$114K	0.69%	61
2017 Q2	$1.04M	Buy	29,737 +1,594	+6%	+$55.1K	0.63%	62
2017 Q1	$924K	Buy	28,143 +7,837	+39%	+$245K	0.61%	61
2016 Q4	$584K	Buy	+20,306	New	+$611K	0.47%	75

Other funds holding TSM

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

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

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

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

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marietta Wealth Management's TSM Position: Q4 2018 in Review

Marietta Wealth Management sold out of TSMC (TSM) in Q4 2018, closing a stake of 38,419 shares — an estimated $1.7M sold.

Marietta Wealth Management first reported a position in TSM in Q4 2016 and held it in 8 quarters. The position peaked at $1.7M in Q3 2018. 754 funds tracked by Wall St. Rank hold TSM as of Q4 2018.

Marietta Wealth Management reported no remaining TSMC position as of Q4 2018 after selling out during the quarter.
Marietta Wealth Management sold 38,419 TSMC shares in Q4 2018, an estimated $1.7M.
Marietta Wealth Management first reported a position in TSMC in Q4 2016 and held it in 8 quarters.
Marietta Wealth Management's TSMC position peaked at $1.7M in Q3 2018.
754 funds tracked by Wall St. Rank held TSMC as of Q4 2018.

Based on Marietta Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.