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Steward Financial Group’s TSMC TSM Stock Holding History

Steward Financial 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 		$104K Buy
1,207
+15
+1% +$1.42K 0.03% 97
2023
Q2 		$120K Buy
+1,192
New +$111K 0.04% 87
2022
Q3 		– Sell
-34
Closed -$2K – 1218
2022
Q2 		$2K Buy
+34
New +$3.14K ﹤0.01% 613

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Steward Financial Group's TSM Position: Q3 2023 in Review

Steward Financial Group increased its TSMC (TSM) stake by 1.3% in Q3 2023, buying an estimated $1.42K and bringing the position to 1,207 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #97.

Steward Financial Group first reported a position in TSM in Q2 2022 and has held it in 3 quarters since. The position peaked at $120K in Q2 2023. 1,521 funds tracked by Wall St. Rank hold TSM as of Q3 2023.

  • Steward Financial Group held 1,207 shares of TSMC worth $104K as of Q3 2023.
  • Steward Financial Group bought 15 TSMC shares in Q3 2023, an estimated $1.42K.
  • TSMC made up 0.03% of Steward Financial Group's portfolio in Q3 2023, its #97 holding.
  • Steward Financial Group first reported a position in TSMC in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's TSMC position peaked at $120K in Q2 2023.
  • 1,521 funds tracked by Wall St. Rank held TSMC as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.