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ISWM
Independent Solutions Wealth Management’s
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TMUS
Stock Holding History
Independent Solutions Wealth Management’s Portfolio
TMUS Stock Details
TMUS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-2,532
Closed
-$352K
–
227
2023
Q2
$352K
Buy
2,532
+458
+22%
+$64.3K
0.09%
151
2023
Q1
$300K
Buy
2,074
+119
+6%
+$17.2K
0.09%
160
2022
Q4
$274K
Sell
1,955
-944
-33%
-$136K
0.08%
175
2022
Q3
$389K
Buy
2,899
+314
+12%
+$44.1K
0.13%
136
2022
Q2
$348K
Sell
2,585
-1,356
-34%
-$177K
0.11%
145
2022
Q1
$506K
Sell
3,941
-152
-4%
-$18.1K
0.12%
135
2021
Q4
$475K
Sell
4,093
-655
-14%
-$77.1K
0.11%
140
2021
Q3
$607K
Buy
4,748
+71
+2%
+$9.89K
0.15%
121
2021
Q2
$677K
Buy
4,677
+390
+9%
+$53.8K
0.16%
116
2021
Q1
$537K
Buy
4,287
+152
+4%
+$19.2K
0.15%
116
2020
Q4
$558K
Buy
4,135
+368
+10%
+$45.5K
0.17%
100
2020
Q3
$431K
Buy
3,767
+1,393
+59%
+$154K
0.16%
104
2020
Q2
$247K
Buy
+2,374
New
+$228K
0.11%
134
Other funds holding TMUS
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
SoftBank Group
Tokyo, Japan
$11.4B AUM
27.91%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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