Acorn Wealth Advisors’s MongoDB MDB Stock Holding History

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-200	Closed	-$10K	–	309
2018 Q2	$10K	Hold	200	–	–	0.01%	511
2018 Q1	$7K	Buy	+200	New	+$6.46K	0.01%	572

Other funds holding MDB

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

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

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

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return

SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

Acorn Wealth Advisors's MDB Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of MongoDB (MDB) in Q3 2018, closing a stake of 200 shares — an estimated $10K sold.

Acorn Wealth Advisors first reported a position in MDB in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q2 2018. 161 funds tracked by Wall St. Rank hold MDB as of Q3 2018.

Acorn Wealth Advisors reported no remaining MongoDB position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 200 MongoDB shares in Q3 2018, an estimated $10K.
Acorn Wealth Advisors first reported a position in MongoDB in Q1 2018 and held it in 2 quarters.
Acorn Wealth Advisors's MongoDB position peaked at $10K in Q2 2018.
161 funds tracked by Wall St. Rank held MongoDB as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.