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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 – 486
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 0.16% 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 $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WealthSource Partners's TSM Position: Q4 2022 in Review

WealthSource Partners sold out of TSMC (TSM) in Q4 2022, closing a stake of 3,438 shares — an estimated $236K sold.

WealthSource Partners first reported a position in TSM in Q2 2016 and held it in 16 quarters. The position peaked at $1.27M in Q1 2022. 1,397 funds tracked by Wall St. Rank hold TSM as of Q4 2022.

  • WealthSource Partners reported no remaining TSMC position as of Q4 2022 after selling out during the quarter.
  • WealthSource Partners sold 3,438 TSMC shares in Q4 2022, an estimated $236K.
  • WealthSource Partners first reported a position in TSMC in Q2 2016 and held it in 16 quarters.
  • WealthSource Partners's TSMC position peaked at $1.27M in Q1 2022.
  • 1,397 funds tracked by Wall St. Rank held TSMC as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.