WFG
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Wills Financial Group’s TSMC TSM Stock Holding History

Wills Financial Group’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
Q3 		– Sell
-17,627
Closed -$1.44M – 62
2022
Q2 		$1.44M Sell
17,627
-2,410
-12% -$223K 0.71% 35
2022
Q1 		$2.09M Sell
20,037
-1,101
-5% -$129K 0.88% 32
2021
Q4 		$2.54M Sell
21,138
-523
-2% -$61.3K 1.01% 32
2021
Q3 		$2.42M Sell
21,661
-10,074
-32% -$1.18M 1.09% 30
2021
Q2 		$3.81M Sell
31,735
-823
-3% -$96.4K 1.65% 24
2021
Q1 		$3.85M Buy
32,558
+13,707
+73% +$1.7M 1.87% 22
2020
Q4 		$2.06M Buy
18,851
+9,538
+102% +$905K 1.02% 32
2020
Q3 		$755K Buy
9,313
+3,470
+59% +$264K 0.44% 40
2020
Q2 		$332K Buy
+5,843
New +$308K 0.21% 48

Other funds holding TSM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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 $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Wills Financial Group's TSM Position: Q3 2022 in Review

Wills Financial Group sold out of TSMC (TSM) in Q3 2022, closing a stake of 17,627 shares — an estimated $1.44M sold.

Wills Financial Group first reported a position in TSM in Q2 2020 and held it in 9 quarters. The position peaked at $3.85M in Q1 2021. 1,302 funds tracked by Wall St. Rank hold TSM as of Q3 2022.

  • Wills Financial Group reported no remaining TSMC position as of Q3 2022 after selling out during the quarter.
  • Wills Financial Group sold 17,627 TSMC shares in Q3 2022, an estimated $1.44M.
  • Wills Financial Group first reported a position in TSMC in Q2 2020 and held it in 9 quarters.
  • Wills Financial Group's TSMC position peaked at $3.85M in Q1 2021.
  • 1,302 funds tracked by Wall St. Rank held TSMC as of Q3 2022.

Based on Wills Financial Group's 13F filing for Q3 2022, filed 14 Nov 2022.