WealthSource Partners’s T-Mobile US TMUS Stock Holding History

WealthSource Partners’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	-1,909	Closed	-$256K	–	529
2022 Q3	$256K	Buy	1,909 +47	+3%	+$6.6K	0.02%	416
2022 Q2	$251K	Buy	+1,862	New	+$243K	0.02%	438
2021 Q4	–	Sell	-4,809	Closed	-$614K	–	582
2021 Q3	$614K	Buy	4,809 +836	+21%	+$116K	0.05%	249
2021 Q2	$575K	Buy	3,973 +755	+23%	+$104K	0.05%	251
2021 Q1	$403K	Buy	3,218 +903	+39%	+$114K	0.04%	279
2020 Q4	$312K	Buy	2,315 +222	+11%	+$27.4K	0.04%	284
2020 Q3	$239K	Buy	+2,093	New	+$232K	0.03%	304

Other funds holding TMUS

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

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WealthSource Partners's TMUS Position: Q4 2022 in Review

WealthSource Partners sold out of T-Mobile US (TMUS) in Q4 2022, closing a stake of 1,909 shares — an estimated $256K sold.

WealthSource Partners first reported a position in TMUS in Q3 2020 and held it in 7 quarters. The position peaked at $614K in Q3 2021. 1,205 funds tracked by Wall St. Rank hold TMUS as of Q4 2022.

WealthSource Partners reported no remaining T-Mobile US position as of Q4 2022 after selling out during the quarter.
WealthSource Partners sold 1,909 T-Mobile US shares in Q4 2022, an estimated $256K.
WealthSource Partners first reported a position in T-Mobile US in Q3 2020 and held it in 7 quarters.
WealthSource Partners's T-Mobile US position peaked at $614K in Q3 2021.
1,205 funds tracked by Wall St. Rank held T-Mobile US as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.