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

Independent Solutions 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 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 $18.2B AUM 177.65% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Independent Solutions Wealth Management's TMUS Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of T-Mobile US (TMUS) in Q3 2023, closing a stake of 2,532 shares — an estimated $352K sold.

Independent Solutions Wealth Management first reported a position in TMUS in Q2 2020 and held it in 13 quarters. The position peaked at $677K in Q2 2021. 1,197 funds tracked by Wall St. Rank hold TMUS as of Q3 2023.

Independent Solutions Wealth Management reported no remaining T-Mobile US position as of Q3 2023 after selling out during the quarter.
Independent Solutions Wealth Management sold 2,532 T-Mobile US shares in Q3 2023, an estimated $352K.
Independent Solutions Wealth Management first reported a position in T-Mobile US in Q2 2020 and held it in 13 quarters.
Independent Solutions Wealth Management's T-Mobile US position peaked at $677K in Q2 2021.
1,197 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.