Sugarloaf Wealth Management’s TSMC TSM Stock Holding History

Sugarloaf 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
2024 Q4	$20.8K	Sell	105 -81	-44%	-$15.7K	﹤0.01%	399
2024 Q3	$32.3K	Buy	186 +81	+77%	+$13.8K	0.01%	352
2024 Q2	$18.2K	Buy	105 +1	+1%	+$152	﹤0.01%	411
2024 Q1	$14.2K	Hold	104	–	–	﹤0.01%	453
2023 Q4	$10.8K	Buy	104 +1	+1%	+$95	﹤0.01%	482
2023 Q3	$8.99K	Hold	103	–	–	﹤0.01%	476
2023 Q2	$10.4K	Buy	103 +1	+1%	+$93	﹤0.01%	471
2023 Q1	$9.55K	Hold	102	–	–	﹤0.01%	481
2022 Q4	$7.62K	Hold	102	–	–	﹤0.01%	519
2022 Q3	$7K	Hold	102	–	–	﹤0.01%	574
2022 Q2	$8K	Buy	102 +1	+1%	+$92	﹤0.01%	551
2022 Q1	$11K	Hold	101	–	–	﹤0.01%	486
2021 Q4	$12K	Hold	101	–	–	﹤0.01%	491
2021 Q3	$11K	Buy	101 +1	+1%	+$117	﹤0.01%	510
2021 Q2	$12K	Hold	100	–	–	﹤0.01%	474
2021 Q1	$12	Buy	+100	New	+$12.4K	﹤0.01%	480

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

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

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

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

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

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

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

Sugarloaf Wealth Management's TSM Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its TSMC (TSM) stake by 44% in Q4 2024, selling an estimated $15.7K and leaving 105 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Sugarloaf Wealth Management first reported a position in TSM in Q1 2021 and has held it in 16 quarters since. The position peaked at $32.3K in Q3 2024. 2,463 funds tracked by Wall St. Rank hold TSM as of Q4 2024.

Sugarloaf Wealth Management held 105 shares of TSMC worth $20.8K as of Q4 2024.
Sugarloaf Wealth Management sold 81 TSMC shares in Q4 2024, an estimated $15.7K.
TSMC made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #399 holding.
Sugarloaf Wealth Management first reported a position in TSMC in Q1 2021 and has held it in 16 quarters since.
Sugarloaf Wealth Management's TSMC position peaked at $32.3K in Q3 2024.
2,463 funds tracked by Wall St. Rank held TSMC as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.