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

TriaGen 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
2023 Q3	–	Sell	-11,938	Closed	-$1.66M	–	172
2023 Q2	$1.66M	Sell	11,938 -110	-0.9%	-$15.4K	0.76%	47
2023 Q1	$1.75M	Sell	12,048 -216	-2%	-$31.3K	0.88%	35
2022 Q4	$1.72M	Sell	12,264 -12,128	-50%	-$1.74M	0.95%	29
2022 Q3	$3.27M	Buy	+24,392	New	+$3.43M	1.81%	14
2021 Q4	–	Sell	-2,996	Closed	-$383K	–	202
2021 Q3	$383K	Hold	2,996	–	–	0.21%	118
2021 Q2	$431K	Sell	2,996 -4	-0.1%	-$552	0.22%	109
2021 Q1	$376K	Hold	3,000	–	–	0.22%	108
2020 Q4	$405K	Buy	+3,000	New	+$371K	0.24%	112

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

TriaGen Wealth Management's TMUS Position: Q3 2023 in Review

TriaGen Wealth Management sold out of T-Mobile US (TMUS) in Q3 2023, closing a stake of 11,938 shares — an estimated $1.66M sold.

TriaGen Wealth Management first reported a position in TMUS in Q4 2020 and held it in 8 quarters. The position peaked at $3.27M in Q3 2022. 1,197 funds tracked by Wall St. Rank hold TMUS as of Q3 2023.

TriaGen Wealth Management reported no remaining T-Mobile US position as of Q3 2023 after selling out during the quarter.
TriaGen Wealth Management sold 11,938 T-Mobile US shares in Q3 2023, an estimated $1.66M.
TriaGen Wealth Management first reported a position in T-Mobile US in Q4 2020 and held it in 8 quarters.
TriaGen Wealth Management's T-Mobile US position peaked at $3.27M in Q3 2022.
1,197 funds tracked by Wall St. Rank held T-Mobile US as of Q3 2023.

Based on TriaGen Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.