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Octavia Wealth Advisors’s TSMC TSM Stock Holding History

Octavia Wealth Advisors’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
2026
Q2 		$2.81M Sell
5,867
-363
-6% -$147K 0.24% 40
2026
Q1 		$2.11M Sell
6,230
-181
-3% -$62.3K 0.2% 50
2025
Q4 		$1.95M Sell
6,411
-248
-4% -$72.8K 0.19% 53
2025
Q3 		$1.87M Sell
6,659
-23
-0.3% -$5.62K 0.19% 53
2025
Q2 		$1.52M Buy
6,682
+123
+2% +$22.8K 0.17% 54
2025
Q1 		$1.09M Buy
6,559
+1,130
+21% +$220K 0.13% 68
2024
Q4 		$1.08M Buy
5,429
+7
+0.1% +$1.35K 0.13% 70
2024
Q3 		$945K Sell
5,422
-48
-0.9% -$8.18K 0.12% 73
2024
Q2 		$954K Sell
5,470
-133
-2% -$20.2K 0.13% 75
2024
Q1 		$765K Sell
5,603
-90
-2% -$11.2K 0.11% 88
2023
Q4 		$595K Buy
5,693
+429
+8% +$40.9K 0.1% 105
2023
Q3 		$460K Buy
5,264
+62
+1% +$5.86K 0.09% 107
2023
Q2 		$527K Sell
5,202
-443
-8% -$41.2K 0.11% 94
2023
Q1 		$528K Buy
5,645
+501
+10% +$45K 0.12% 86
2022
Q4 		$385K Hold
5,144
– – 0.1% 111
2022
Q3 		$355K Buy
5,144
+591
+13% +$48.8K 0.1% 115
2022
Q2 		$375K Buy
4,553
+199
+5% +$18.4K 0.1% 113
2022
Q1 		$456K Buy
4,354
+5
+0.1% +$585 0.1% 105
2021
Q4 		$525K Buy
4,349
+14
+0.3% +$1.64K 0.11% 101
2021
Q3 		$487K Sell
4,335
-436
-9% -$51.2K 0.12% 98
2021
Q2 		$575K Buy
4,771
+473
+11% +$55.4K 0.15% 84
2021
Q1 		$510K Buy
4,298
+314
+8% +$38.9K 0.15% 90
2020
Q4 		$436K Buy
+3,984
New +$378K 0.14% 102

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CC
Carrhae Capital London, United Kingdom $1.52B AUM 34.35% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
HAM
Hyperion Asset Management Brisbane, Australia $3.77B AUM 16.13% 1-Year Est. Return