MFG
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Monumental Financial Group’s TSMC TSM Stock Holding History

Monumental Financial Group’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
2024
Q3 		$1.4M Sell
8,084
-1,339
-14% -$228K 0.52% 19
2024
Q2 		$1.64M Sell
9,423
-1,387
-13% -$210K 0.71% 18
2024
Q1 		$1.47M Sell
10,810
-362
-3% -$45K 0.78% 20
2023
Q4 		$1.16M Buy
11,172
+136
+1% +$13K 0.69% 29
2023
Q3 		$959K Buy
11,036
+702
+7% +$66.4K 0.64% 36
2023
Q2 		$1.04M Buy
+10,334
New +$962K 0.7% 35

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Monumental Financial Group's TSM Position: Q3 2024 in Review

Monumental Financial Group reduced its TSMC (TSM) stake by 14% in Q3 2024, selling an estimated $228K and leaving 8,084 shares worth $1.4M. The position accounts for 0.52% of the portfolio, ranked #19.

Monumental Financial Group first reported a position in TSM in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.64M in Q2 2024. 2,190 funds tracked by Wall St. Rank hold TSM as of Q3 2024.

  • Monumental Financial Group held 8,084 shares of TSMC worth $1.4M as of Q3 2024.
  • Monumental Financial Group sold 1,339 TSMC shares in Q3 2024, an estimated $228K.
  • TSMC made up 0.52% of Monumental Financial Group's portfolio in Q3 2024, its #19 holding.
  • Monumental Financial Group first reported a position in TSMC in Q2 2023 and has held it in 6 quarters since.
  • Monumental Financial Group's TSMC position peaked at $1.64M in Q2 2024.
  • 2,190 funds tracked by Wall St. Rank held TSMC as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.