Acorn Financial Advisory Services’s MongoDB MDB Stock Holding History

Acorn Financial Advisory Services’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
2023 Q4	–	Sell	-679	Closed	-$235K	–	251
2023 Q3	$235K	Hold	679	–	–	0.04%	221
2023 Q2	$279K	Buy	+679	New	+$198K	0.05%	204

Other funds holding MDB

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Acorn Financial Advisory Services's MDB Position: Q4 2023 in Review

Acorn Financial Advisory Services sold out of MongoDB (MDB) in Q4 2023, closing a stake of 679 shares — an estimated $235K sold.

Acorn Financial Advisory Services first reported a position in MDB in Q2 2023 and held it in 2 quarters. The position peaked at $279K in Q2 2023. 746 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

Acorn Financial Advisory Services reported no remaining MongoDB position as of Q4 2023 after selling out during the quarter.
Acorn Financial Advisory Services sold 679 MongoDB shares in Q4 2023, an estimated $235K.
Acorn Financial Advisory Services first reported a position in MongoDB in Q2 2023 and held it in 2 quarters.
Acorn Financial Advisory Services's MongoDB position peaked at $279K in Q2 2023.
746 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2023, filed 17 Jan 2024.