AG
MDB icon

Advisor Group’s MongoDB MDB Stock Holding History

Advisor Group’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
2019
Q4 		$217K Sell
1,647
-473
-22% -$62.1K ﹤0.01% 2336
2019
Q3 		$254K Sell
2,120
-319
-13% -$46K ﹤0.01% 2140
2019
Q2 		$371K Sell
2,439
-1,451
-37% -$211K ﹤0.01% 1827
2019
Q1 		$571K Sell
3,890
-778
-17% -$79.8K ﹤0.01% 1490
2018
Q4 		$391K Buy
4,668
+3,818
+449% +$294K ﹤0.01% 1587
2018
Q3 		$70K Buy
850
+455
+115% +$30.3K ﹤0.01% 3023
2018
Q2 		$20K Buy
+395
New +$17.7K ﹤0.01% 3714

Other funds holding MDB

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Advisor Group's MDB Position: Q4 2019 in Review

Advisor Group reduced its MongoDB (MDB) stake by 22% in Q4 2019, selling an estimated $62.1K and leaving 1,647 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

Advisor Group first reported a position in MDB in Q2 2018 and has held it in 7 quarters since. The position peaked at $571K in Q1 2019. 291 funds tracked by Wall St. Rank hold MDB as of Q4 2019.

  • Advisor Group held 1,647 shares of MongoDB worth $217K as of Q4 2019.
  • Advisor Group sold 473 MongoDB shares in Q4 2019, an estimated $62.1K.
  • MongoDB made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2336 holding.
  • Advisor Group first reported a position in MongoDB in Q2 2018 and has held it in 7 quarters since.
  • Advisor Group's MongoDB position peaked at $571K in Q1 2019.
  • 291 funds tracked by Wall St. Rank held MongoDB as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.