WealthSource Partners’s TSMC TSM Stock Holding History

WealthSource Partners’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
2022 Q4	–	Sell	-3,438	Closed	-$236K	–	530
2022 Q3	$236K	Sell	3,438 -2,160	-39%	-$179K	0.02%	433
2022 Q2	$458K	Sell	5,598 -6,593	-54%	-$610K	0.03%	321
2022 Q1	$1.27M	Buy	12,191 +9,180	+305%	+$1.07M	0.09%	180
2021 Q4	$362K	Buy	+3,011	New	+$353K	0.03%	380
2019 Q2	–	Sell	-13,526	Closed	-$554K	–	487
2019 Q1	$554K	Sell	13,526 -206	-2%	-$7.86K	0.13%	152
2018 Q4	$507K	Sell	13,732 -459	-3%	-$17.5K	0.15%	147
2018 Q3	$627K	Sell	14,191 -246	-2%	-$10.2K	0.17%	129
2018 Q2	$528K	Sell	14,437 -351	-2%	-$13.9K	0.15%	146
2018 Q1	$647K	Buy	14,788 +807	+6%	+$35.2K	0.2%	121
2017 Q4	$554K	Sell	13,981 -1,604	-10%	-$65K	0.17%	125
2017 Q3	$585K	Buy	15,585 +875	+6%	+$32K	0.19%	118
2017 Q2	$514K	Buy	14,710 +6,069	+70%	+$210K	0.18%	127
2017 Q1	$284K	Buy	8,641 +101	+1%	+$3.15K	0.1%	205
2016 Q4	$246K	Buy	8,540 +760	+10%	+$22.9K	0.1%	190
2016 Q3	$238K	Hold	7,780	–	–	0.09%	215
2016 Q2	$204K	Buy	+7,780	New	+$194K	0.08%	239

Other funds holding TSM

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Massachusetts Financial Services

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

Fisher Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital International Investors

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