WR Wealth Planners’s TSMC TSM Stock Holding History

WR Wealth Planners’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	$749K	Sell	3,794 -584	-13%	-$113K	0.24%	62
2024 Q3	$760K	Buy	4,378 +103	+2%	+$17.6K	0.21%	77
2024 Q2	$743K	Buy	4,275 +4,079	+2,081%	+$619K	0.23%	65
2024 Q1	$26.7K	Buy	+196	New	+$24.3K	0.01%	409
2023 Q4	–	Sell	-225	Closed	-$19.6K	–	805
2023 Q3	$19.6K	Hold	225	–	–	0.01%	428
2023 Q2	$22.7K	Buy	225 +72	+47%	+$6.7K	0.01%	411
2023 Q1	$14.2K	Buy	153 +66	+76%	+$5.92K	0.01%	477
2022 Q4	$6.48K	Hold	87	–	–	﹤0.01%	308
2022 Q3	$5.96K	Hold	87	–	–	﹤0.01%	302
2022 Q2	$7.11K	Hold	87	–	–	﹤0.01%	315
2022 Q1	$9.07K	Buy	+87	New	+$10.2K	0.01%	312

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

WR Wealth Planners's TSM Position: Q4 2024 in Review

WR Wealth Planners reduced its TSMC (TSM) stake by 13% in Q4 2024, selling an estimated $113K and leaving 3,794 shares worth $749K. The position accounts for 0.24% of the portfolio, ranked #62.

WR Wealth Planners first reported a position in TSM in Q1 2022 and has held it in 11 quarters since. The position peaked at $760K in Q3 2024. 2,464 funds tracked by Wall St. Rank hold TSM as of Q4 2024.

WR Wealth Planners held 3,794 shares of TSMC worth $749K as of Q4 2024.
WR Wealth Planners sold 584 TSMC shares in Q4 2024, an estimated $113K.
TSMC made up 0.24% of WR Wealth Planners's portfolio in Q4 2024, its #62 holding.
WR Wealth Planners first reported a position in TSMC in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's TSMC position peaked at $760K in Q3 2024.
2,464 funds tracked by Wall St. Rank held TSMC as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.