Halpern Financial’s T-Mobile US TMUS Stock Holding History

Halpern Financial’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 Q2	–	Sell	-43	Closed	-$7.02K	–	241
2024 Q1	$7.02K	Hold	43	–	–	﹤0.01%	173
2023 Q4	$6.97K	Hold	43	–	–	﹤0.01%	192
2023 Q3	$6.02K	Hold	43	–	–	﹤0.01%	178
2023 Q2	$5.97K	Buy	+43	New	+$6.04K	﹤0.01%	209
2022 Q3	–	Sell	-11	Closed	-$1.48K	–	308
2022 Q2	$1.48K	Buy	+11	New	+$1.44K	﹤0.01%	265

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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Halpern Financial's TMUS Position: Q2 2024 in Review

Halpern Financial sold out of T-Mobile US (TMUS) in Q2 2024, closing a stake of 43 shares — an estimated $7.02K sold.

Halpern Financial first reported a position in TMUS in Q2 2022 and held it in 5 quarters. The position peaked at $7.02K in Q1 2024. 1,431 funds tracked by Wall St. Rank hold TMUS as of Q2 2024.

Halpern Financial reported no remaining T-Mobile US position as of Q2 2024 after selling out during the quarter.
Halpern Financial sold 43 T-Mobile US shares in Q2 2024, an estimated $7.02K.
Halpern Financial first reported a position in T-Mobile US in Q2 2022 and held it in 5 quarters.
Halpern Financial's T-Mobile US position peaked at $7.02K in Q1 2024.
1,431 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.