9WM
MDB icon

9258 Wealth Management’s MongoDB MDB Stock Holding History

9258 Wealth Management’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,029
Closed -$204K – 337
2022
Q3 		$204K Hold
1,029
– – 0.05% 299
2022
Q2 		$267K Buy
1,029
+4
+0.4% +$1.25K 0.07% 272
2022
Q1 		$455K Hold
1,025
– – 0.11% 207
2021
Q4 		$543K Hold
1,025
– – 0.12% 184
2021
Q3 		$483K Hold
1,025
– – 0.13% 177
2021
Q2 		$371K Hold
1,025
– – 0.1% 217
2021
Q1 		$274K Hold
1,025
– – 0.08% 262
2020
Q4 		$368K Hold
1,025
– – 0.12% 188
2020
Q3 		$234K Hold
1,025
– – 0.09% 246
2020
Q2 		$232K Buy
+1,025
New +$190K 0.09% 237

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return