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Monterey Private Wealth’s TSMC TSM Stock Holding History

Monterey Private Wealth’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
2025
Q1 		$330K Sell
1,990
-65
-3% -$12.6K 0.1% 89
2024
Q4 		$406K Buy
2,055
+153
+8% +$29.6K 0.13% 74
2024
Q3 		$330K Hold
1,902
– – 0.11% 89
2024
Q2 		$331K Buy
1,902
+271
+17% +$41.1K 0.12% 82
2024
Q1 		$222K Buy
+1,631
New +$203K 0.09% 100

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Monterey Private Wealth's TSM Position: Q1 2025 in Review

Monterey Private Wealth reduced its TSMC (TSM) stake by 3.2% in Q1 2025, selling an estimated $12.6K and leaving 1,990 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #89.

Monterey Private Wealth first reported a position in TSM in Q1 2024 and has held it in 5 quarters since. The position peaked at $406K in Q4 2024. 2,439 funds tracked by Wall St. Rank hold TSM as of Q1 2025.

  • Monterey Private Wealth held 1,990 shares of TSMC worth $330K as of Q1 2025.
  • Monterey Private Wealth sold 65 TSMC shares in Q1 2025, an estimated $12.6K.
  • TSMC made up 0.1% of Monterey Private Wealth's portfolio in Q1 2025, its #89 holding.
  • Monterey Private Wealth first reported a position in TSMC in Q1 2024 and has held it in 5 quarters since.
  • Monterey Private Wealth's TSMC position peaked at $406K in Q4 2024.
  • 2,439 funds tracked by Wall St. Rank held TSMC as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.