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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

9258 Wealth Management's MDB Position: Q4 2022 in Review

9258 Wealth Management sold out of MongoDB (MDB) in Q4 2022, closing a stake of 1,029 shares — an estimated $204K sold.

9258 Wealth Management first reported a position in MDB in Q2 2020 and held it in 10 quarters. The position peaked at $543K in Q4 2021. 520 funds tracked by Wall St. Rank hold MDB as of Q4 2022.

9258 Wealth Management reported no remaining MongoDB position as of Q4 2022 after selling out during the quarter.
9258 Wealth Management sold 1,029 MongoDB shares in Q4 2022, an estimated $204K.
9258 Wealth Management first reported a position in MongoDB in Q2 2020 and held it in 10 quarters.
9258 Wealth Management's MongoDB position peaked at $543K in Q4 2021.
520 funds tracked by Wall St. Rank held MongoDB as of Q4 2022.

Based on 9258 Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.