Aevitas Wealth Management’s MongoDB MDB Stock Holding History

Aevitas 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 Q2	–	Sell	-651	Closed	-$289K	–	116
2022 Q1	$289K	Buy	651 +101	+18%	+$39.5K	0.18%	99
2021 Q4	$291K	Hold	550	–	–	0.17%	106
2021 Q3	$259K	Sell	550 -25	-4%	-$10.1K	0.17%	113
2021 Q2	$208K	Buy	+575	New	+$178K	0.13%	121
2021 Q1	–	Sell	-750	Closed	-$269K	–	122
2020 Q4	$269K	Buy	+750	New	+$209K	0.2%	99
2019 Q2	–	Sell	-400	Closed	-$58K	–	234
2019 Q1	$58K	Sell	400 -600	-60%	-$61.6K	0.05%	177
2018 Q4	$84K	Hold	1,000	–	–	0.09%	140
2018 Q3	$82K	Hold	1,000	–	–	0.07%	158
2018 Q2	$50K	Buy	+1,000	New	+$44.9K	0.05%	194

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $3.37T AUM 44.26% 1-Year Est. Return

Aevitas Wealth Management's MDB Position: Q2 2022 in Review

Aevitas Wealth Management sold out of MongoDB (MDB) in Q2 2022, closing a stake of 651 shares — an estimated $289K sold.

Aevitas Wealth Management first reported a position in MDB in Q2 2018 and held it in 9 quarters. The position peaked at $291K in Q4 2021. 538 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

Aevitas Wealth Management reported no remaining MongoDB position as of Q2 2022 after selling out during the quarter.
Aevitas Wealth Management sold 651 MongoDB shares in Q2 2022, an estimated $289K.
Aevitas Wealth Management first reported a position in MongoDB in Q2 2018 and held it in 9 quarters.
Aevitas Wealth Management's MongoDB position peaked at $291K in Q4 2021.
538 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on Aevitas Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.