Summit Wealth & Retirement Planning’s T-Mobile US TMUS Stock Holding History

Summit Wealth & Retirement 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
2023 Q2	–	Sell	-2,176	Closed	-$315K	–	104
2023 Q1	$315K	Sell	2,176 -1,887	-46%	-$273K	0.12%	80
2022 Q4	$569K	Hold	4,063	–	–	0.23%	55
2022 Q3	$545K	Hold	4,063	–	–	0.22%	58
2022 Q2	$547K	Sell	4,063 -3,044	-43%	-$397K	0.21%	60
2022 Q1	$912K	Sell	7,107 -393	-5%	-$46.8K	0.32%	45
2021 Q4	$870K	Sell	7,500 -538	-7%	-$63.3K	0.3%	47
2021 Q3	$1.03M	Sell	8,038 -241	-3%	-$33.6K	0.38%	41
2021 Q2	$1.2M	Buy	8,279 +954	+13%	+$132K	0.44%	40
2021 Q1	$918K	Buy	+7,325	New	+$923K	0.34%	46

Other funds holding TMUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's TMUS Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of T-Mobile US (TMUS) in Q2 2023, closing a stake of 2,176 shares — an estimated $315K sold.

Summit Wealth & Retirement Planning first reported a position in TMUS in Q1 2021 and held it in 9 quarters. The position peaked at $1.2M in Q2 2021. 1,214 funds tracked by Wall St. Rank hold TMUS as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining T-Mobile US position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 2,176 T-Mobile US shares in Q2 2023, an estimated $315K.
Summit Wealth & Retirement Planning first reported a position in T-Mobile US in Q1 2021 and held it in 9 quarters.
Summit Wealth & Retirement Planning's T-Mobile US position peaked at $1.2M in Q2 2021.
1,214 funds tracked by Wall St. Rank held T-Mobile US as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.