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Summit Wealth & Retirement Planning’s TSMC TSM Stock Holding History

Summit Wealth & Retirement Planning’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
Q3 		– Sell
-1,795
Closed -$216K – 89
2021
Q2 		$216K Hold
1,795
– – 0.08% 76
2021
Q1 		$212K Sell
1,795
-410
-19% -$50.8K 0.08% 95
2020
Q4 		$240K Buy
+2,205
New +$209K 0.09% 105

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Summit Wealth & Retirement Planning's TSM Position: Q3 2021 in Review

Summit Wealth & Retirement Planning sold out of TSMC (TSM) in Q3 2021, closing a stake of 1,795 shares — an estimated $216K sold.

Summit Wealth & Retirement Planning first reported a position in TSM in Q4 2020 and held it in 3 quarters. The position peaked at $240K in Q4 2020. 1,375 funds tracked by Wall St. Rank hold TSM as of Q3 2021.

  • Summit Wealth & Retirement Planning reported no remaining TSMC position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 1,795 TSMC shares in Q3 2021, an estimated $216K.
  • Summit Wealth & Retirement Planning first reported a position in TSMC in Q4 2020 and held it in 3 quarters.
  • Summit Wealth & Retirement Planning's TSMC position peaked at $240K in Q4 2020.
  • 1,375 funds tracked by Wall St. Rank held TSMC as of Q3 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q3 2021, filed 12 Nov 2021.