Polaris Wealth Advisory Group’s T-Mobile US TMUS Stock Holding History

Polaris Wealth Advisory 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
2023 Q3	$15.3M	Buy	109,009 +5,576	+5%	+$772K	1.16%	27
2023 Q2	$14.4M	Buy	+103,433	New	+$14.5M	1.09%	30
2022 Q4	–	Sell	-93,511	Closed	-$12.9M	–	188
2022 Q3	$12.9M	Buy	+93,511	New	+$13.1M	1.07%	34
2021 Q3	–	Sell	-4,896	Closed	-$712K	–	200
2021 Q2	$712K	Buy	+4,896	New	+$675K	0.04%	106

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

Polaris Wealth Advisory Group's TMUS Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its T-Mobile US (TMUS) stake by 5.4% in Q3 2023, buying an estimated $772K and bringing the position to 109,009 shares worth $15.3M. The position accounts for 1.16% of the portfolio, ranked #27.

Polaris Wealth Advisory Group first reported a position in TMUS in Q2 2021 and has held it in 4 quarters since. 1,197 funds tracked by Wall St. Rank hold TMUS as of Q3 2023.

Polaris Wealth Advisory Group held 109,009 shares of T-Mobile US worth $15.3M as of Q3 2023.
Polaris Wealth Advisory Group bought 5,576 T-Mobile US shares in Q3 2023, an estimated $772K.
T-Mobile US made up 1.16% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #27 holding.
Polaris Wealth Advisory Group first reported a position in T-Mobile US in Q2 2021 and has held it in 4 quarters since.
1,197 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.