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Sterling Financial Planning’s T-Mobile US TMUS Stock Holding History

Sterling Financial Planning’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 		– Sell
-40
Closed -$5K – 366
2021
Q3 		$5K Hold
40
– – ﹤0.01% 365
2021
Q2 		$6K Hold
40
– – ﹤0.01% 334
2021
Q1 		$5K Hold
40
– – ﹤0.01% 318
2020
Q4 		$5K Buy
+40
New +$4.94K ﹤0.01% 305

Other funds holding TMUS

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sterling Financial Planning's TMUS Position: Q4 2021 in Review

Sterling Financial Planning sold out of T-Mobile US (TMUS) in Q4 2021, closing a stake of 40 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in TMUS in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold TMUS as of Q4 2021.

  • Sterling Financial Planning reported no remaining T-Mobile US position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 40 T-Mobile US shares in Q4 2021, an estimated $5K.
  • Sterling Financial Planning first reported a position in T-Mobile US in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's T-Mobile US position peaked at $6K in Q2 2021.
  • 1,039 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.