SVWA
TSM icon

Sound View Wealth Advisors’s TSMC TSM Stock Holding History

Sound View 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
2019
Q1 		$255K Buy
6,232
+334
+6% +$12.7K 0.08% 207
2018
Q4 		$218K Buy
+5,898
New +$225K 0.08% 215

Other funds holding TSM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sound View Wealth Advisors's TSM Position: Q1 2019 in Review

Sound View Wealth Advisors increased its TSMC (TSM) stake by 5.7% in Q1 2019, buying an estimated $12.7K and bringing the position to 6,232 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #207.

Sound View Wealth Advisors first reported a position in TSM in Q4 2018 and has held it in 2 quarters since. 764 funds tracked by Wall St. Rank hold TSM as of Q1 2019.

  • Sound View Wealth Advisors held 6,232 shares of TSMC worth $255K as of Q1 2019.
  • Sound View Wealth Advisors bought 334 TSMC shares in Q1 2019, an estimated $12.7K.
  • TSMC made up 0.08% of Sound View Wealth Advisors's portfolio in Q1 2019, its #207 holding.
  • Sound View Wealth Advisors first reported a position in TSMC in Q4 2018 and has held it in 2 quarters since.
  • 764 funds tracked by Wall St. Rank held TSMC as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.