Heritage Wealth Management (Arizona)’s T-Mobile US TMUS Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$388K	Buy	2,774 +1,387	+100%	+$199K	0.06%	260
2022 Q3	$186K	Buy	1,387 +7	+0.5%	+$983	0.06%	238
2022 Q2	$186K	Hold	1,380	–	–	0.06%	249
2022 Q1	$177K	Buy	+1,380	New	+$164K	0.05%	289
2021 Q3	$193K	Buy	1,509 +150	+11%	+$20.9K	0.07%	225
2021 Q2	$197K	Sell	1,359 -155	-10%	-$21.4K	0.07%	225
2021 Q1	$190K	Buy	+1,514	New	+$191K	0.11%	171

Other funds holding TMUS

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s TMUS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its T-Mobile US (TMUS) stake by 100% in Q4 2022, buying an estimated $199K and bringing the position to 2,774 shares worth $388K. The position accounts for 0.06% of the portfolio, ranked #260.

Heritage Wealth Management (Arizona) first reported a position in TMUS in Q1 2021 and has held it in 7 quarters since. 1,205 funds tracked by Wall St. Rank hold TMUS as of Q4 2022.

Heritage Wealth Management (Arizona) held 2,774 shares of T-Mobile US worth $388K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 1,387 T-Mobile US shares in Q4 2022, an estimated $199K.
T-Mobile US made up 0.06% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #260 holding.
Heritage Wealth Management (Arizona) first reported a position in T-Mobile US in Q1 2021 and has held it in 7 quarters since.
1,205 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.