9258 Wealth Management’s T-Mobile US TMUS Stock Holding History

9258 Wealth Management’s Portfolio TMUS Stock Details TMUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,583	Closed	-$222K	–	333
2022 Q4	$222K	Sell	1,583 -143	-8%	-$20.5K	0.05%	292
2022 Q3	$232K	Buy	1,726 +153	+10%	+$21.5K	0.06%	283
2022 Q2	$212K	Buy	+1,573	New	+$205K	0.05%	304
2021 Q3	–	Sell	-1,532	Closed	-$222K	–	356
2021 Q2	$222K	Buy	+1,532	New	+$211K	0.06%	313

Other funds holding TMUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

9258 Wealth Management's TMUS Position: Q1 2023 in Review

9258 Wealth Management sold out of T-Mobile US (TMUS) in Q1 2023, closing a stake of 1,583 shares — an estimated $222K sold.

9258 Wealth Management first reported a position in TMUS in Q2 2021 and held it in 4 quarters. The position peaked at $232K in Q3 2022. 1,216 funds tracked by Wall St. Rank hold TMUS as of Q1 2023.

9258 Wealth Management reported no remaining T-Mobile US position as of Q1 2023 after selling out during the quarter.
9258 Wealth Management sold 1,583 T-Mobile US shares in Q1 2023, an estimated $222K.
9258 Wealth Management first reported a position in T-Mobile US in Q2 2021 and held it in 4 quarters.
9258 Wealth Management's T-Mobile US position peaked at $232K in Q3 2022.
1,216 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2023.

Based on 9258 Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.