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

Avitas 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
2024 Q4	$1.96M	Buy	8,883 +78	+0.9%	+$17.7K	0.27%	93
2024 Q3	$1.82M	Buy	8,805 +145	+2%	+$27.8K	0.26%	103
2024 Q2	$1.53M	Buy	8,660 +39	+0.5%	+$6.54K	0.22%	106
2024 Q1	$1.41M	Buy	8,621 +119	+1%	+$19.4K	0.21%	117
2023 Q4	$1.36M	Buy	8,502 +308	+4%	+$45.6K	0.23%	111
2023 Q3	$1.15M	Sell	8,194 -14	-0.2%	-$1.94K	0.22%	116
2023 Q2	$1.14M	Buy	8,208 +108	+1%	+$15.2K	0.21%	120
2023 Q1	$1.17M	Buy	+8,100	New	+$1.17M	0.23%	115
2021 Q2	–	Sell	-8,842	Closed	-$1.11M	–	222
2021 Q1	$1.11M	Buy	+8,842	New	+$1.11M	0.22%	131
2020 Q1	–	Sell	-30,937	Closed	-$2.43M	–	170
2019 Q4	$2.43M	Buy	30,937 +233	+0.8%	+$18.3K	0.62%	71
2019 Q3	$2.42M	Buy	30,704 +408	+1%	+$32K	0.67%	69
2019 Q2	$2.25M	Sell	30,296 -267	-0.9%	-$19.8K	0.62%	76
2019 Q1	$2.11M	Buy	30,563 +255	+0.8%	+$17.8K	0.61%	74
2018 Q4	$1.93M	Buy	30,308 +126	+0.4%	+$8.46K	0.63%	72
2018 Q3	$2.12M	Buy	30,182 +1,025	+4%	+$65.9K	0.6%	78
2018 Q2	$1.74M	Buy	+29,157	New	+$1.73M	0.54%	87

Other funds holding TMUS

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Avitas Wealth Management's TMUS Position: Q4 2024 in Review

Avitas Wealth Management increased its T-Mobile US (TMUS) stake by 0.89% in Q4 2024, buying an estimated $17.7K and bringing the position to 8,883 shares worth $1.96M. The position accounts for 0.27% of the portfolio, ranked #93.

Avitas Wealth Management first reported a position in TMUS in Q2 2018 and has held it in 16 quarters since. The position peaked at $2.43M in Q4 2019. 1,663 funds tracked by Wall St. Rank hold TMUS as of Q4 2024.

Avitas Wealth Management held 8,883 shares of T-Mobile US worth $1.96M as of Q4 2024.
Avitas Wealth Management bought 78 T-Mobile US shares in Q4 2024, an estimated $17.7K.
T-Mobile US made up 0.27% of Avitas Wealth Management's portfolio in Q4 2024, its #93 holding.
Avitas Wealth Management first reported a position in T-Mobile US in Q2 2018 and has held it in 16 quarters since.
Avitas Wealth Management's T-Mobile US position peaked at $2.43M in Q4 2019.
1,663 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.