TJHA
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Thomas J. Herzfeld Advisors’s TSMC TSM Stock Holding History

Thomas J. Herzfeld Advisors’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
2023
Q4 		– Sell
-336
Closed -$29.2K – 338
2023
Q3 		$29.2K Sell
336
-18
-5% -$1.7K 0.01% 141
2023
Q2 		$35.7K Sell
354
-24
-6% -$2.23K 0.01% 134
2023
Q1 		$35.2K Buy
378
+11
+3% +$987 0.01% 117
2022
Q4 		$27.3K Hold
367
– – 0.01% 124
2022
Q3 		$25K Hold
367
– – 0.01% 120
2022
Q2 		$30K Hold
367
– – 0.01% 125
2022
Q1 		$38K Hold
367
– – 0.01% 131
2021
Q4 		$44K Buy
367
+41
+13% +$4.8K 0.02% 147
2021
Q3 		$36K Buy
326
+14
+4% +$1.64K 0.02% 146
2021
Q2 		$37K Buy
312
+28
+10% +$3.28K 0.02% 157
2021
Q1 		$34K Buy
284
+97
+52% +$12K 0.02% 167
2020
Q4 		$20K Hold
187
– – 0.01% 174
2020
Q3 		$16K Hold
187
– – 0.01% 130
2020
Q2 		$15K Sell
187
-33
-15% -$1.74K 0.01% 170
2020
Q1 		$11K Buy
220
+30
+16% +$1.64K 0.01% 163
2019
Q4 		$11K Buy
190
+51
+37% +$2.71K ﹤0.01% 190
2019
Q3 		$6K Sell
139
-9
-6% -$384 ﹤0.01% 244
2019
Q2 		$6K Sell
148
-136
-48% -$5.6K ﹤0.01% 254
2019
Q1 		$12K Buy
284
+79
+39% +$3.01K ﹤0.01% 229
2018
Q4 		$8K Buy
205
+84
+69% +$3.2K ﹤0.01% 245
2018
Q3 		$5K Buy
+121
New +$5.01K ﹤0.01% 272
2016
Q3 		– Sell
-817
Closed -$21K – 307
2016
Q2 		$21K Buy
817
+106
+15% +$2.65K 0.01% 271
2016
Q1 		$19K Sell
711
-231
-25% -$5.41K 0.01% 298
2015
Q4 		$21K Buy
942
+244
+35% +$5.49K 0.01% 280
2015
Q3 		$14K Buy
+698
New +$14.7K 0.01% 294

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thomas J. Herzfeld Advisors's TSM Position: Q4 2023 in Review

Thomas J. Herzfeld Advisors sold out of TSMC (TSM) in Q4 2023, closing a stake of 336 shares — an estimated $29.2K sold.

Thomas J. Herzfeld Advisors first reported a position in TSM in Q3 2015 and held it in 25 quarters. The position peaked at $44K in Q4 2021. 1,678 funds tracked by Wall St. Rank hold TSM as of Q4 2023.

  • Thomas J. Herzfeld Advisors reported no remaining TSMC position as of Q4 2023 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 336 TSMC shares in Q4 2023, an estimated $29.2K.
  • Thomas J. Herzfeld Advisors first reported a position in TSMC in Q3 2015 and held it in 25 quarters.
  • Thomas J. Herzfeld Advisors's TSMC position peaked at $44K in Q4 2021.
  • 1,678 funds tracked by Wall St. Rank held TSMC as of Q4 2023.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.