Ropes Wealth Advisors’s TSMC TSM Stock Holding History

Ropes 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
2023 Q3	$529K	Hold	6,090	–	–	0.1%	154
2023 Q2	$615K	Sell	6,090 -100	-2%	-$9.31K	0.1%	158
2023 Q1	$576K	Sell	6,190 -328	-5%	-$29.4K	0.1%	164
2022 Q4	$486K	Buy	6,518 +1,411	+28%	+$102K	0.09%	173
2022 Q3	$350K	Buy	+5,107	New	+$422K	0.07%	179
2021 Q1	–	Sell	-901	Closed	-$98K	–	743
2020 Q4	$98K	Buy	+901	New	+$85.5K	0.02%	318
2019 Q3	–	Sell	-166	Closed	-$7K	–	589
2019 Q2	$7K	Buy	+166	New	+$6.83K	﹤0.01%	503
2018 Q4	–	Sell	-2,000	Closed	-$88K	–	536
2018 Q3	$88K	Hold	2,000	–	–	0.02%	286
2018 Q2	$73K	Hold	2,000	–	–	0.02%	312
2018 Q1	$88K	Hold	2,000	–	–	0.02%	279
2017 Q4	$79K	Buy	+2,000	New	+$81K	0.02%	299

Other funds holding TSM

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ropes Wealth Advisors's TSM Position: Q3 2023 in Review

Ropes Wealth Advisors held its TSMC (TSM) position steady in Q3 2023 at 6,090 shares worth $529K. The position accounts for 0.1% of the portfolio, ranked #154.

Ropes Wealth Advisors first reported a position in TSM in Q4 2017 and has held it in 11 quarters since. The position peaked at $615K in Q2 2023. 1,521 funds tracked by Wall St. Rank hold TSM as of Q3 2023.

Ropes Wealth Advisors held 6,090 shares of TSMC worth $529K as of Q3 2023.
Ropes Wealth Advisors left its TSMC share count unchanged in Q3 2023.
TSMC made up 0.1% of Ropes Wealth Advisors's portfolio in Q3 2023, its #154 holding.
Ropes Wealth Advisors first reported a position in TSMC in Q4 2017 and has held it in 11 quarters since.
Ropes Wealth Advisors's TSMC position peaked at $615K in Q2 2023.
1,521 funds tracked by Wall St. Rank held TSMC as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.