TrinityPoint Wealth’s TSMC TSM Stock Holding History

TrinityPoint Wealth’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	$385K	Buy	1,949 +388	+25%	+$75.1K	0.05%	244
2024 Q3	$271K	Buy	1,561 +35	+2%	+$5.96K	0.04%	275
2024 Q2	$265K	Hold	1,526	–	–	0.04%	266
2024 Q1	$208K	Buy	+1,526	New	+$190K	0.03%	295
2022 Q3	–	Sell	-2,478	Closed	-$203K	–	296
2022 Q2	$203K	Sell	2,478 -1,494	-38%	-$138K	0.04%	261
2022 Q1	$414K	Sell	3,972 -7,776	-66%	-$909K	0.08%	203
2021 Q4	$1.41M	Buy	11,748 +64	+0.5%	+$7.5K	0.25%	88
2021 Q3	$1.3M	Buy	11,684 +2,906	+33%	+$341K	0.25%	88
2021 Q2	$1.05M	Buy	8,778 +905	+11%	+$106K	0.22%	101
2021 Q1	$931K	Buy	7,873 +920	+13%	+$114K	0.22%	104
2020 Q4	$881K	Buy	+6,953	New	+$659K	0.21%	103

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

TrinityPoint Wealth's TSM Position: Q4 2024 in Review

TrinityPoint Wealth increased its TSMC (TSM) stake by 25% in Q4 2024, buying an estimated $75.1K and bringing the position to 1,949 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #244.

TrinityPoint Wealth first reported a position in TSM in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.41M in Q4 2021. 2,463 funds tracked by Wall St. Rank hold TSM as of Q4 2024.

TrinityPoint Wealth held 1,949 shares of TSMC worth $385K as of Q4 2024.
TrinityPoint Wealth bought 388 TSMC shares in Q4 2024, an estimated $75.1K.
TSMC made up 0.05% of TrinityPoint Wealth's portfolio in Q4 2024, its #244 holding.
TrinityPoint Wealth first reported a position in TSMC in Q4 2020 and has held it in 11 quarters since.
TrinityPoint Wealth's TSMC position peaked at $1.41M in Q4 2021.
2,463 funds tracked by Wall St. Rank held TSMC as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.