Polaris Wealth Advisory Group’s TSMC TSM Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$3.06M	Sell	35,183 -31,223	-47%	-$2.95M	0.23%	93
2023 Q2	$6.7M	Sell	66,406 -251	-0.4%	-$23.4K	0.51%	71
2023 Q1	$6.2M	Sell	66,657 -2,806	-4%	-$252K	0.46%	75
2022 Q4	$5.68M	Buy	69,463 +192	+0.3%	+$13.9K	0.42%	75
2022 Q3	$4.67M	Buy	+69,271	New	+$5.73M	0.39%	68
2022 Q1	–	Sell	-58,414	Closed	-$7.03M	–	200
2021 Q4	$7.03M	Buy	58,414 +173	+0.3%	+$20.3K	0.4%	75
2021 Q3	$6.46M	Buy	58,241 +1,926	+3%	+$226K	0.39%	74
2021 Q2	$6.67M	Buy	56,315 +4,877	+9%	+$571K	0.4%	75
2021 Q1	$6.32M	Buy	51,438 +5,259	+11%	+$651K	0.4%	76
2020 Q4	$5.48M	Buy	46,179 +3,516	+8%	+$333K	0.41%	75
2020 Q3	$3.61M	Sell	42,663 -17,145	-29%	-$1.3M	0.34%	75
2020 Q2	$3.4M	Buy	+59,808	New	+$3.15M	0.27%	71
2018 Q4	–	Sell	-371	Closed	-$16K	–	429
2018 Q3	$16K	Buy	+371	New	+$15.4K	﹤0.01%	352

Other funds holding TSM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Polaris Wealth Advisory Group's TSM Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its TSMC (TSM) stake by 47% in Q3 2023, selling an estimated $2.95M and leaving 35,183 shares worth $3.06M. The position accounts for 0.23% of the portfolio, ranked #93.

Polaris Wealth Advisory Group first reported a position in TSM in Q3 2018 and has held it in 13 quarters since. The position peaked at $7.03M in Q4 2021. 1,520 funds tracked by Wall St. Rank hold TSM as of Q3 2023.

Polaris Wealth Advisory Group held 35,183 shares of TSMC worth $3.06M as of Q3 2023.
Polaris Wealth Advisory Group sold 31,223 TSMC shares in Q3 2023, an estimated $2.95M.
TSMC made up 0.23% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #93 holding.
Polaris Wealth Advisory Group first reported a position in TSMC in Q3 2018 and has held it in 13 quarters since.
Polaris Wealth Advisory Group's TSMC position peaked at $7.03M in Q4 2021.
1,520 funds tracked by Wall St. Rank held TSMC as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.