Straight Path Wealth Management’s TSMC TSM Stock Holding History

Straight Path 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
2025 Q1	–	Sell	-2,500	Closed	-$494K	–	115
2024 Q4	$494K	Hold	2,500	–	–	0.2%	49
2024 Q3	$434K	Hold	2,500	–	–	0.19%	54
2024 Q2	$435K	Hold	2,500	–	–	0.22%	55
2024 Q1	$340K	Hold	2,500	–	–	0.19%	64
2023 Q4	$260K	Hold	2,500	–	–	0.15%	74
2023 Q3	$217K	Hold	2,500	–	–	0.15%	70
2023 Q2	$252K	Hold	2,500	–	–	0.17%	68
2023 Q1	$233K	Buy	+2,500	New	+$224K	0.19%	61

Other funds holding TSM

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

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

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

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

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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Straight Path Wealth Management's TSM Position: Q1 2025 in Review

Straight Path Wealth Management sold out of TSMC (TSM) in Q1 2025, closing a stake of 2,500 shares — an estimated $494K sold.

Straight Path Wealth Management first reported a position in TSM in Q1 2023 and held it in 8 quarters. The position peaked at $494K in Q4 2024. 2,439 funds tracked by Wall St. Rank hold TSM as of Q1 2025.

Straight Path Wealth Management reported no remaining TSMC position as of Q1 2025 after selling out during the quarter.
Straight Path Wealth Management sold 2,500 TSMC shares in Q1 2025, an estimated $494K.
Straight Path Wealth Management first reported a position in TSMC in Q1 2023 and held it in 8 quarters.
Straight Path Wealth Management's TSMC position peaked at $494K in Q4 2024.
2,439 funds tracked by Wall St. Rank held TSMC as of Q1 2025.

Based on Straight Path Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.