CWM
TMUS icon

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

Curi 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
2022
Q3 		– Sell
-148
Closed -$20K – 640
2022
Q2 		$20K Hold
148
– – ﹤0.01% 305
2022
Q1 		$18K Hold
148
– – ﹤0.01% 298
2021
Q4 		$17K Buy
+148
New +$17.4K ﹤0.01% 265

Other funds holding TMUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Curi Wealth Management's TMUS Position: Q3 2022 in Review

Curi Wealth Management sold out of T-Mobile US (TMUS) in Q3 2022, closing a stake of 148 shares — an estimated $20K sold.

Curi Wealth Management first reported a position in TMUS in Q4 2021 and held it in 3 quarters. The position peaked at $20K in Q2 2022. 1,168 funds tracked by Wall St. Rank hold TMUS as of Q3 2022.

  • Curi Wealth Management reported no remaining T-Mobile US position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 148 T-Mobile US shares in Q3 2022, an estimated $20K.
  • Curi Wealth Management first reported a position in T-Mobile US in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's T-Mobile US position peaked at $20K in Q2 2022.
  • 1,168 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.