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Next Financial Group’s TSMC TSM Stock Holding History

Next 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
2021
Q4 		$587K Buy
4,868
+676
+16% +$79.2K 0.04% 476
2021
Q3 		$469K Buy
4,192
+467
+13% +$54.8K 0.04% 487
2021
Q2 		$448K Buy
3,725
+1,274
+52% +$149K 0.04% 513
2021
Q1 		$290K Sell
2,451
-60
-2% -$7.43K 0.03% 633
2020
Q4 		$274K Buy
2,511
+488
+24% +$46.3K 0.03% 596
2020
Q3 		$165K Buy
+2,023
New +$154K 0.02% 689
2020
Q2 		– Sell
-1,644
Closed -$79K – 1798
2020
Q1 		$79K Sell
1,644
-747
-31% -$40.9K 0.01% 836
2019
Q4 		$139K Sell
2,391
-131
-5% -$6.95K 0.01% 837
2019
Q3 		$117K Buy
2,522
+1,911
+313% +$81.5K 0.01% 856
2019
Q2 		$24K Buy
611
+489
+401% +$20.1K ﹤0.01% 1403
2019
Q1 		$5K Sell
122
-489
-80% -$18.7K ﹤0.01% 1272
2018
Q4 		$23K Buy
611
+544
+812% +$20.7K ﹤0.01% 1049
2018
Q3 		$3K Buy
+67
New +$2.77K ﹤0.01% 1271
2017
Q4 		– Sell
-1,343
Closed -$55K – 1326
2017
Q3 		$55K Buy
1,343
+431
+47% +$15.7K 0.02% 676
2017
Q2 		$32K Sell
912
-500
-35% -$17.3K 0.01% 924
2017
Q1 		$47K Sell
1,412
-3,472
-71% -$108K 0.01% 751
2016
Q4 		$140K Buy
4,884
+657
+16% +$19.8K 0.02% 585
2016
Q3 		$129K Buy
4,227
+2,868
+211% +$82K 0.02% 585
2016
Q2 		$35K Hold
1,359
– – 0.01% 768
2016
Q1 		$35K Sell
1,359
-351
-21% -$8.21K 0.01% 737
2015
Q4 		$38K Hold
1,710
– – 0.01% 710
2015
Q3 		$35K Buy
1,710
+849
+99% +$17.8K 0.01% 763
2015
Q2 		$19K Buy
861
+100
+13% +$2.39K 0.01% 1026
2015
Q1 		$17K Hold
761
– – 0.01% 1057
2014
Q4 		$17K Sell
761
-200
-21% -$4.36K 0.01% 1042
2014
Q3 		$19K Buy
+961
New +$20K ﹤0.01% 1452

Other funds holding TSM

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Next Financial Group's TSM Position: Q4 2021 in Review

Next Financial Group increased its TSMC (TSM) stake by 16% in Q4 2021, buying an estimated $79.2K and bringing the position to 4,868 shares worth $587K. The position accounts for 0.04% of the portfolio, ranked #476.

Next Financial Group first reported a position in TSM in Q3 2014 and has held it in 26 quarters since. 1,496 funds tracked by Wall St. Rank hold TSM as of Q4 2021.

  • Next Financial Group held 4,868 shares of TSMC worth $587K as of Q4 2021.
  • Next Financial Group bought 676 TSMC shares in Q4 2021, an estimated $79.2K.
  • TSMC made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #476 holding.
  • Next Financial Group first reported a position in TSMC in Q3 2014 and has held it in 26 quarters since.
  • 1,496 funds tracked by Wall St. Rank held TSMC as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.