Ownership history in Compass Wealth Management LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in TAIWAN SEMICONDUCTOR MFG LTD (TSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Compass Wealth Management LLC outperformed the S&P 500 by +31.4% annually on this TSM position. Timing score: 10% (1/10 decisions correct). Maximum drawdown during holding period: β15.6%.
π₯ Exceptional β beat the S&P 500 by 31.4% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 10 add/trim decisions correct
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 11 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Compass Wealth Management LLC has been actively increasing its TSM allocation β a bullish signal from insiders.
Currently 2.13% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size