WAM
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Wealthspire Advisors (Maryland)’s TSMC TSM Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$358K Buy
+4,412
New +$335K 0.01% 324
2019
Q2 		– Sell
-2,268
Closed -$93K – 1912
2019
Q1 		$93K Sell
2,268
-240
-10% -$9.15K 0.01% 666
2018
Q4 		$93K Buy
2,508
+53
+2% +$2.02K 0.01% 630
2018
Q3 		$108K Buy
2,455
+1,293
+111% +$53.6K 0.01% 656
2018
Q2 		$42K Sell
1,162
-3
-0.3% -$119 ﹤0.01% 1050
2018
Q1 		$51K Sell
1,165
-140
-11% -$6.1K ﹤0.01% 977
2017
Q4 		$52K Buy
1,305
+982
+304% +$39.8K 0.01% 986
2017
Q3 		$12K Sell
323
-215
-40% -$7.85K ﹤0.01% 1522
2017
Q2 		$19K Buy
538
+54
+11% +$1.87K ﹤0.01% 1291
2017
Q1 		$16K Buy
484
+266
+122% +$8.3K ﹤0.01% 1168
2016
Q4 		$6K Sell
218
-61
-22% -$1.84K ﹤0.01% 1356
2016
Q3 		$9K Buy
279
+130
+87% +$3.72K ﹤0.01% 1274
2016
Q2 		$4K Buy
+149
New +$3.72K ﹤0.01% 1397

Other funds holding TSM

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TSM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in TSMC (TSM) in Q3 2020: 4,412 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in TSM as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in TSM in Q2 2016 and has held it in 13 quarters since. 1,070 funds tracked by Wall St. Rank hold TSM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 4,412 shares of TSMC worth $358K as of Q3 2020.
  • TSMC was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • TSMC made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #324 holding.
  • Wealthspire Advisors (Maryland) first reported a position in TSMC in Q2 2016 and has held it in 13 quarters since.
  • 1,070 funds tracked by Wall St. Rank held TSMC as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.