Optimum Investment Advisors’s T-Mobile US TMUS Stock Holding History

Optimum Investment Advisors’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 Q4	–	Sell	-1	Closed	-$140	–	719
2023 Q3	$140	Buy	+1	New	+$139	﹤0.01%	702
2022 Q2	–	Sell	-48	Closed	-$6K	–	895
2022 Q1	$6K	Buy	+48	New	+$5.72K	﹤0.01%	720
2019 Q1	–	Sell	-233	Closed	-$15K	–	1037
2018 Q4	$15K	Hold	233	–	–	0.01%	700
2018 Q3	$16K	Hold	233	–	–	﹤0.01%	780
2018 Q2	$14K	Buy	233 +33	+17%	+$1.95K	﹤0.01%	800
2018 Q1	$12K	Buy	+200	New	+$12.5K	﹤0.01%	802

Other funds holding TMUS

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Optimum Investment Advisors's TMUS Position: Q4 2023 in Review

Optimum Investment Advisors sold out of T-Mobile US (TMUS) in Q4 2023, closing a stake of 1 share — an estimated $140 sold.

Optimum Investment Advisors first reported a position in TMUS in Q1 2018 and held it in 6 quarters. The position peaked at $16K in Q3 2018. 1,315 funds tracked by Wall St. Rank hold TMUS as of Q4 2023.

Optimum Investment Advisors reported no remaining T-Mobile US position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1 T-Mobile US share in Q4 2023, an estimated $140.
Optimum Investment Advisors first reported a position in T-Mobile US in Q1 2018 and held it in 6 quarters.
Optimum Investment Advisors's T-Mobile US position peaked at $16K in Q3 2018.
1,315 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.