TrinityPoint Wealth’s T-Mobile US TMUS Stock Holding History

TrinityPoint Wealth’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
2024 Q4	$4.76M	Sell	21,572 -1,915	-8%	-$436K	0.67%	32
2024 Q3	$4.85M	Sell	23,487 -382	-2%	-$73.1K	0.7%	31
2024 Q2	$4.21M	Buy	23,869 +586	+3%	+$98.3K	0.66%	31
2024 Q1	$3.8M	Buy	23,283 +10,511	+82%	+$1.71M	0.63%	38
2023 Q4	$2.05M	Sell	12,772 -191	-1%	-$28.3K	0.37%	73
2023 Q3	$1.82M	Buy	12,963 +1,950	+18%	+$270K	0.36%	78
2023 Q2	$1.53M	Buy	11,013 +77	+0.7%	+$10.8K	0.3%	92
2023 Q1	$1.58M	Buy	10,936 +242	+2%	+$35.1K	0.34%	81
2022 Q4	$1.5M	Sell	10,694 -390	-4%	-$56K	0.34%	75
2022 Q3	$1.49M	Sell	11,084 -514	-4%	-$72.2K	0.34%	77
2022 Q2	$1.56M	Buy	+11,598	New	+$1.51M	0.34%	73

Other funds holding TMUS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

TrinityPoint Wealth's TMUS Position: Q4 2024 in Review

TrinityPoint Wealth reduced its T-Mobile US (TMUS) stake by 8.2% in Q4 2024, selling an estimated $436K and leaving 21,572 shares worth $4.76M. The position accounts for 0.67% of the portfolio, ranked #32.

TrinityPoint Wealth first reported a position in TMUS in Q2 2022 and has held it in 11 quarters since. The position peaked at $4.85M in Q3 2024. 1,663 funds tracked by Wall St. Rank hold TMUS as of Q4 2024.

TrinityPoint Wealth held 21,572 shares of T-Mobile US worth $4.76M as of Q4 2024.
TrinityPoint Wealth sold 1,915 T-Mobile US shares in Q4 2024, an estimated $436K.
T-Mobile US made up 0.67% of TrinityPoint Wealth's portfolio in Q4 2024, its #32 holding.
TrinityPoint Wealth first reported a position in T-Mobile US in Q2 2022 and has held it in 11 quarters since.
TrinityPoint Wealth's T-Mobile US position peaked at $4.85M in Q3 2024.
1,663 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.