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

Selective 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
2022 Q4	–	Sell	-200	Closed	-$27K	–	671
2022 Q3	$27K	Hold	200	–	–	0.01%	384
2022 Q2	$27K	Hold	200	–	–	0.01%	427
2022 Q1	$26K	Sell	200 -200	-50%	-$23.8K	0.01%	412
2021 Q4	$46K	Hold	400	–	–	0.02%	284
2021 Q3	$51K	Sell	400 -100	-20%	-$13.9K	0.03%	251
2021 Q2	$72K	Buy	+500	New	+$68.9K	0.06%	148
2020 Q3	–	Sell	-172	Closed	-$18K	–	409
2020 Q2	$18K	Hold	172	–	–	0.01%	190
2020 Q1	$14K	Hold	172	–	–	0.02%	130
2019 Q4	$13K	Hold	172	–	–	0.02%	147
2019 Q3	$14K	Buy	+172	New	+$13.5K	0.02%	149

Other funds holding TMUS

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Selective Wealth Management's TMUS Position: Q4 2022 in Review

Selective Wealth Management sold out of T-Mobile US (TMUS) in Q4 2022, closing a stake of 200 shares — an estimated $27K sold.

Selective Wealth Management first reported a position in TMUS in Q3 2019 and held it in 10 quarters. The position peaked at $72K in Q2 2021. 1,205 funds tracked by Wall St. Rank hold TMUS as of Q4 2022.

Selective Wealth Management reported no remaining T-Mobile US position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 200 T-Mobile US shares in Q4 2022, an estimated $27K.
Selective Wealth Management first reported a position in T-Mobile US in Q3 2019 and held it in 10 quarters.
Selective Wealth Management's T-Mobile US position peaked at $72K in Q2 2021.
1,205 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.