Next Financial Group’s T-Mobile US TMUS Stock Holding History

Next Financial Group’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
2021 Q4	$26K	Sell	228 -9	-4%	-$1.06K	﹤0.01%	1770
2021 Q3	$31K	Buy	237 +25	+12%	+$3.48K	﹤0.01%	1632
2021 Q2	$31K	Sell	212 -392	-65%	-$54K	﹤0.01%	1592
2021 Q1	$76K	Sell	604 -159	-21%	-$20K	0.01%	1123
2020 Q4	$103K	Sell	763 -497	-39%	-$61.4K	0.01%	955
2020 Q3	$144K	Buy	+1,260	New	+$140K	0.02%	731
2020 Q2	–	Sell	-1,067	Closed	-$90K	–	1779
2020 Q1	$90K	Hold	1,067	–	–	0.01%	787
2019 Q4	$84K	Hold	1,067	–	–	0.01%	1016
2019 Q3	$84K	Buy	1,067 +25	+2%	+$1.96K	0.01%	969
2019 Q2	$77K	Buy	1,042 +542	+108%	+$40.3K	0.01%	1010
2019 Q1	$35K	Sell	500 -1,542	-76%	-$108K	0.01%	825
2018 Q4	$130K	Buy	2,042 +542	+36%	+$36.4K	0.03%	515
2018 Q3	$105K	Buy	+1,500	New	+$96.4K	0.05%	339
2017 Q4	–	Sell	-1,202	Closed	-$74K	–	1310
2017 Q3	$74K	Buy	1,202 +702	+140%	+$44K	0.02%	587
2017 Q2	$30K	Sell	500 -1,500	-75%	-$97.7K	0.01%	946
2017 Q1	$135K	Buy	2,000 +1,400	+233%	+$86.1K	0.04%	409
2016 Q4	$35K	Buy	600 +100	+20%	+$5.23K	0.01%	1106
2016 Q3	$23K	Buy	+500	New	+$23K	﹤0.01%	1298
2015 Q2	–	Sell	-235	Closed	-$7K	–	1957
2015 Q1	$7K	Hold	235	–	–	﹤0.01%	1390
2014 Q4	$6K	Hold	235	–	–	﹤0.01%	1444
2014 Q3	$7K	Buy	+235	New	+$7.23K	﹤0.01%	1946

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's TMUS Position: Q4 2021 in Review

Next Financial Group reduced its T-Mobile US (TMUS) stake by 3.8% in Q4 2021, selling an estimated $1.06K and leaving 228 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Next Financial Group first reported a position in TMUS in Q3 2014 and has held it in 21 quarters since. The position peaked at $144K in Q3 2020. 1,039 funds tracked by Wall St. Rank hold TMUS as of Q4 2021.

Next Financial Group held 228 shares of T-Mobile US worth $26K as of Q4 2021.
Next Financial Group sold 9 T-Mobile US shares in Q4 2021, an estimated $1.06K.
T-Mobile US made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1770 holding.
Next Financial Group first reported a position in T-Mobile US in Q3 2014 and has held it in 21 quarters since.
Next Financial Group's T-Mobile US position peaked at $144K in Q3 2020.
1,039 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.