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

Baystate 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 Q4	$41.5K	Buy	258 +2	+0.8%	+$296	﹤0.01%	412
2023 Q3	$35.9K	Hold	256	–	–	﹤0.01%	386
2023 Q2	$35.6K	Buy	256 +3	+1%	+$421	﹤0.01%	375
2023 Q1	$36.6K	Buy	253 +3	+1%	+$435	﹤0.01%	377
2022 Q4	$35K	Hold	250	–	–	﹤0.01%	389
2022 Q3	$34K	Hold	250	–	–	﹤0.01%	361
2022 Q2	$34K	Hold	250	–	–	﹤0.01%	371
2022 Q1	$32K	Hold	250	–	–	﹤0.01%	385
2021 Q4	$29K	Sell	250 -14	-5%	-$1.65K	﹤0.01%	409
2021 Q3	$34K	Buy	264 +14	+6%	+$1.95K	﹤0.01%	340
2021 Q2	$36K	Buy	250 +115	+85%	+$15.9K	﹤0.01%	314
2021 Q1	$17K	Sell	135 -13	-9%	-$1.64K	﹤0.01%	409
2020 Q4	$20K	Hold	148	–	–	﹤0.01%	343
2020 Q3	$17K	Hold	148	–	–	﹤0.01%	335
2020 Q2	$15K	Buy	148 +118	+393%	+$11.3K	﹤0.01%	338
2020 Q1	$3K	Hold	30	–	–	﹤0.01%	481
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	541
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	492
2019 Q2	$2K	Sell	30 -10	-25%	-$743	﹤0.01%	506
2019 Q1	$3K	Buy	40 +10	+33%	+$700	﹤0.01%	482
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	523
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	535
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	556
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	521
2017 Q4	$2K	Hold	30	–	–	﹤0.01%	522
2017 Q3	$2K	Hold	30	–	–	﹤0.01%	504
2017 Q2	$2K	Hold	30	–	–	﹤0.01%	513
2017 Q1	$2K	Buy	+30	New	+$1.84K	﹤0.01%	477

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Baystate Wealth Management's TMUS Position: Q4 2023 in Review

Baystate Wealth Management increased its T-Mobile US (TMUS) stake by 0.78% in Q4 2023, buying an estimated $296 and bringing the position to 258 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Baystate Wealth Management first reported a position in TMUS in Q1 2017 and has held it in 28 quarters since. 1,314 funds tracked by Wall St. Rank hold TMUS as of Q4 2023.

Baystate Wealth Management held 258 shares of T-Mobile US worth $41.5K as of Q4 2023.
Baystate Wealth Management bought 2 T-Mobile US shares in Q4 2023, an estimated $296.
T-Mobile US made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #412 holding.
Baystate Wealth Management first reported a position in T-Mobile US in Q1 2017 and has held it in 28 quarters since.
1,314 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.