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YorkBridge Wealth Partners’s TSMC TSM Stock Holding History

YorkBridge Wealth 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 		$837K Sell
11,243
-730
-6% -$52.8K 0.21% 93
2022
Q3 		$821K Buy
11,973
+300
+3% +$24.8K 0.21% 98
2022
Q2 		$954K Sell
11,673
-1,594
-12% -$147K 0.25% 83
2022
Q1 		$1.38M Sell
13,267
-96
-0.7% -$11.2K 0.3% 68
2021
Q4 		$1.61M Buy
13,363
+318
+2% +$37.2K 0.36% 63
2021
Q3 		$1.46M Buy
13,045
+430
+3% +$50.5K 0.37% 64
2021
Q2 		$1.52M Buy
12,615
+114
+0.9% +$13.4K 0.4% 63
2021
Q1 		$1.48M Buy
12,501
+249
+2% +$30.8K 0.44% 60
2020
Q4 		$1.34M Buy
12,252
+229
+2% +$21.7K 0.45% 59
2020
Q3 		$975K Sell
12,023
-2,873
-19% -$218K 0.41% 61
2020
Q2 		$846K Buy
14,896
+579
+4% +$30.5K 0.39% 64
2020
Q1 		$684K Sell
14,317
-1,808
-11% -$98.9K 0.42% 67
2019
Q4 		$937K Sell
16,125
-1,927
-11% -$102K 0.43% 67
2019
Q3 		$839K Sell
18,052
-2,502
-12% -$107K 0.42% 65
2019
Q2 		$805K Buy
20,554
+739
+4% +$30.4K 0.36% 70
2019
Q1 		$812K Buy
19,815
+491
+3% +$18.7K 0.37% 67
2018
Q4 		$713K Sell
19,324
-646
-3% -$24.6K 0.38% 68
2018
Q3 		$892K Sell
19,970
-107
-0.5% -$4.43K 0.41% 65
2018
Q2 		$734K Buy
20,077
+3,341
+20% +$132K 0.32% 76
2018
Q1 		$734K Buy
16,736
+1,867
+13% +$81.4K 0.34% 75
2017
Q4 		$639K Buy
14,869
+1,193
+9% +$48.3K 0.31% 80
2017
Q3 		$514K Sell
13,676
-148
-1% -$5.41K 0.27% 86
2017
Q2 		$482K Buy
13,824
+1,000
+8% +$34.6K 0.26% 89
2017
Q1 		$435K Buy
12,824
+1,889
+17% +$59K 0.23% 95
2016
Q4 		$324K Buy
+10,935
New +$329K 0.19% 111

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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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 $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

YorkBridge Wealth Partners's TSM Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its TSMC (TSM) stake by 6.1% in Q4 2022, selling an estimated $52.8K and leaving 11,243 shares worth $837K. The position accounts for 0.21% of the portfolio, ranked #93.

YorkBridge Wealth Partners first reported a position in TSM in Q4 2016 and has held it in 25 quarters since. The position peaked at $1.61M in Q4 2021. 1,396 funds tracked by Wall St. Rank hold TSM as of Q4 2022.

  • YorkBridge Wealth Partners held 11,243 shares of TSMC worth $837K as of Q4 2022.
  • YorkBridge Wealth Partners sold 730 TSMC shares in Q4 2022, an estimated $52.8K.
  • TSMC made up 0.21% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #93 holding.
  • YorkBridge Wealth Partners first reported a position in TSMC in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's TSMC position peaked at $1.61M in Q4 2021.
  • 1,396 funds tracked by Wall St. Rank held TSMC as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.