SWMG
TSM icon

Strategic Wealth Management Group’s TSMC TSM Stock Holding History

Strategic Wealth Management 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
2021
Q2 		– Sell
-1,838
Closed -$217K – 134
2021
Q1 		$217K Sell
1,838
-169
-8% -$20.9K 0.08% 127
2020
Q4 		$219K Buy
+2,007
New +$190K 0.09% 116

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Strategic Wealth Management Group's TSM Position: Q2 2021 in Review

Strategic Wealth Management Group sold out of TSMC (TSM) in Q2 2021, closing a stake of 1,838 shares — an estimated $217K sold.

Strategic Wealth Management Group first reported a position in TSM in Q4 2020 and held it in 2 quarters. The position peaked at $219K in Q4 2020. 1,360 funds tracked by Wall St. Rank hold TSM as of Q2 2021.

  • Strategic Wealth Management Group reported no remaining TSMC position as of Q2 2021 after selling out during the quarter.
  • Strategic Wealth Management Group sold 1,838 TSMC shares in Q2 2021, an estimated $217K.
  • Strategic Wealth Management Group first reported a position in TSMC in Q4 2020 and held it in 2 quarters.
  • Strategic Wealth Management Group's TSMC position peaked at $219K in Q4 2020.
  • 1,360 funds tracked by Wall St. Rank held TSMC as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.