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

BerganKDV 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 Q2	$1.11K	Sell	8 -35	-81%	-$4.91K	﹤0.01%	744
2023 Q1	$6.23K	Sell	43 -300	-87%	-$43.5K	﹤0.01%	664
2022 Q4	$48K	Sell	343 -4	-1%	-$575	0.01%	380
2022 Q3	$47K	Buy	347 +8	+2%	+$1.12K	0.01%	377
2022 Q2	$46K	Hold	339	–	–	0.01%	393
2022 Q1	$44K	Buy	339 +3	+0.9%	+$357	﹤0.01%	412
2021 Q4	$39K	Hold	336	–	–	﹤0.01%	461
2021 Q3	$43K	Hold	336	–	–	﹤0.01%	423
2021 Q2	$49K	Hold	336	–	–	0.01%	392
2021 Q1	$42K	Hold	336	–	–	0.01%	391
2020 Q4	$45K	Hold	336	–	–	0.01%	364
2020 Q3	$38K	Buy	336 +8	+2%	+$887	0.01%	364
2020 Q2	$34K	Buy	328 +11	+3%	+$1.05K	0.01%	394
2020 Q1	$27K	Buy	317 +100	+46%	+$8.46K	0.01%	390
2019 Q4	$17K	Buy	217 +17	+9%	+$1.34K	﹤0.01%	471
2019 Q3	$16K	Hold	200	–	–	﹤0.01%	459
2019 Q2	$15K	Hold	200	–	–	﹤0.01%	472
2019 Q1	$14K	Hold	200	–	–	﹤0.01%	487
2018 Q4	$13K	Hold	200	–	–	﹤0.01%	444
2018 Q3	$14K	Hold	200	–	–	﹤0.01%	452
2018 Q2	$12K	Buy	+200	New	+$11.8K	﹤0.01%	485

Other funds holding TMUS

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

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BerganKDV Wealth Management's TMUS Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its T-Mobile US (TMUS) stake by 81% in Q2 2023, selling an estimated $4.91K and leaving 8 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

BerganKDV Wealth Management first reported a position in TMUS in Q2 2018 and has held it in 21 quarters since. The position peaked at $49K in Q2 2021. 1,213 funds tracked by Wall St. Rank hold TMUS as of Q2 2023.

BerganKDV Wealth Management held 8 shares of T-Mobile US worth $1.11K as of Q2 2023.
BerganKDV Wealth Management sold 35 T-Mobile US shares in Q2 2023, an estimated $4.91K.
T-Mobile US made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #744 holding.
BerganKDV Wealth Management first reported a position in T-Mobile US in Q2 2018 and has held it in 21 quarters since.
BerganKDV Wealth Management's T-Mobile US position peaked at $49K in Q2 2021.
1,213 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.