SWM
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Selective Wealth Management’s TSMC TSM Stock Holding History

Selective Wealth Management’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
2020
Q3 		– Sell
-85
Closed -$5K – 410
2020
Q2 		$5K Hold
85
– – ﹤0.01% 310
2020
Q1 		$4K Hold
85
– – 0.01% 231
2019
Q4 		$5K Hold
85
– – 0.01% 224
2019
Q3 		$4K Buy
+85
New +$3.63K 0.01% 254

Other funds holding TSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Selective Wealth Management's TSM Position: Q3 2020 in Review

Selective Wealth Management sold out of TSMC (TSM) in Q3 2020, closing a stake of 85 shares — an estimated $5K sold.

Selective Wealth Management first reported a position in TSM in Q3 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2020. 1,070 funds tracked by Wall St. Rank hold TSM as of Q3 2020.

  • Selective Wealth Management reported no remaining TSMC position as of Q3 2020 after selling out during the quarter.
  • Selective Wealth Management sold 85 TSMC shares in Q3 2020, an estimated $5K.
  • Selective Wealth Management first reported a position in TSMC in Q3 2019 and held it in 4 quarters.
  • Selective Wealth Management's TSMC position peaked at $5K in Q2 2020.
  • 1,070 funds tracked by Wall St. Rank held TSMC as of Q3 2020.

Based on Selective Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.