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Strategic Wealth Management’s TSMC TSM Stock Holding History

Strategic 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
2021
Q4 		$2.68M Buy
22,267
+250
+1% +$29.3K 1.32% 31
2021
Q3 		$2.46M Buy
22,017
+955
+5% +$112K 1.28% 31
2021
Q2 		$2.53M Sell
21,062
-4,123
-16% -$483K 1.37% 28
2021
Q1 		$2.98M Hold
25,185
– – 1.79% 20
2020
Q4 		$2.75M Buy
25,185
+16,284
+183% +$1.54M 1.69% 22
2020
Q3 		$722K Buy
8,901
+3,801
+75% +$289K 0.54% 48
2020
Q2 		$290K Buy
+5,100
New +$269K 0.27% 48

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Strategic Wealth Management's TSM Position: Q4 2021 in Review

Strategic Wealth Management increased its TSMC (TSM) stake by 1.1% in Q4 2021, buying an estimated $29.3K and bringing the position to 22,267 shares worth $2.68M. The position accounts for 1.32% of the portfolio, ranked #31.

Strategic Wealth Management first reported a position in TSM in Q2 2020 and has held it in 7 quarters since. The position peaked at $2.98M in Q1 2021. 1,496 funds tracked by Wall St. Rank hold TSM as of Q4 2021.

  • Strategic Wealth Management held 22,267 shares of TSMC worth $2.68M as of Q4 2021.
  • Strategic Wealth Management bought 250 TSMC shares in Q4 2021, an estimated $29.3K.
  • TSMC made up 1.32% of Strategic Wealth Management's portfolio in Q4 2021, its #31 holding.
  • Strategic Wealth Management first reported a position in TSMC in Q2 2020 and has held it in 7 quarters since.
  • Strategic Wealth Management's TSMC position peaked at $2.98M in Q1 2021.
  • 1,496 funds tracked by Wall St. Rank held TSMC as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.