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Sonen Capital’s TSMC TSM Stock Holding History

Sonen Capital’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
Q4 		$533K Hold
5,124
– – 1.01% 36
2023
Q3 		$446K Sell
5,124
-569
-10% -$53.8K 0.87% 43
2023
Q2 		$575K Hold
5,693
– – 0.95% 32
2023
Q1 		$530K Sell
5,693
-1,436
-20% -$129K 0.9% 36
2022
Q4 		$531K Sell
7,129
-6,898
-49% -$499K 0.87% 43
2022
Q3 		$961K Sell
14,027
-1,795
-11% -$148K 1.56% 12
2022
Q2 		$1.29M Sell
15,822
-6,566
-29% -$607K 1.85% 10
2022
Q1 		$2.33M Buy
22,388
+7,069
+46% +$827K 2.82% 8
2021
Q4 		$1.84M Buy
+15,319
New +$1.79M 1.78% 15

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sonen Capital's TSM Position: Q4 2023 in Review

Sonen Capital held its TSMC (TSM) position steady in Q4 2023 at 5,124 shares worth $533K. The position accounts for 1.01% of the portfolio, ranked #36.

Sonen Capital first reported a position in TSM in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.33M in Q1 2022. 1,677 funds tracked by Wall St. Rank hold TSM as of Q4 2023.

  • Sonen Capital held 5,124 shares of TSMC worth $533K as of Q4 2023.
  • Sonen Capital left its TSMC share count unchanged in Q4 2023.
  • TSMC made up 1.01% of Sonen Capital's portfolio in Q4 2023, its #36 holding.
  • Sonen Capital first reported a position in TSMC in Q4 2021 and has held it in 9 quarters since.
  • Sonen Capital's TSMC position peaked at $2.33M in Q1 2022.
  • 1,677 funds tracked by Wall St. Rank held TSMC as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.