Peak Financial Advisors’s T-Mobile US TMUS Stock Holding History

Peak Financial 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 Q1	–	Sell	-16,871	Closed	-$2.36M	–	74
2022 Q4	$2.36M	Sell	16,871 -2,986	-15%	-$429K	2.15%	13
2022 Q3	$2.66M	Buy	19,857 +196	+1%	+$27.5K	3.28%	9
2022 Q2	$2.65M	Buy	19,661 +10,041	+104%	+$1.31M	2.62%	8
2022 Q1	$1.24M	Buy	+9,620	New	+$1.15M	1.06%	32
2021 Q3	–	Sell	-11,047	Closed	-$1.6M	–	81
2021 Q2	$1.6M	Buy	11,047 +193	+2%	+$26.6K	1.38%	30
2021 Q1	$1.36M	Buy	+10,854	New	+$1.37M	1.15%	31

Other funds holding TMUS

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Peak Financial Advisors's TMUS Position: Q1 2023 in Review

Peak Financial Advisors sold out of T-Mobile US (TMUS) in Q1 2023, closing a stake of 16,871 shares — an estimated $2.36M sold.

Peak Financial Advisors first reported a position in TMUS in Q1 2021 and held it in 6 quarters. The position peaked at $2.66M in Q3 2022. 1,216 funds tracked by Wall St. Rank hold TMUS as of Q1 2023.

Peak Financial Advisors reported no remaining T-Mobile US position as of Q1 2023 after selling out during the quarter.
Peak Financial Advisors sold 16,871 T-Mobile US shares in Q1 2023, an estimated $2.36M.
Peak Financial Advisors first reported a position in T-Mobile US in Q1 2021 and held it in 6 quarters.
Peak Financial Advisors's T-Mobile US position peaked at $2.66M in Q3 2022.
1,216 funds tracked by Wall St. Rank held T-Mobile US as of Q1 2023.

Based on Peak Financial Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.