AWM
MDB icon

Affinity Wealth Management’s MongoDB MDB Stock Holding History

Affinity 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
2019
Q3 		– Sell
-6,483
Closed -$986K – 105
2019
Q2 		$986K Hold
6,483
– – 0.39% 43
2019
Q1 		$953K Buy
6,483
+693
+12% +$71.1K 0.38% 46
2018
Q4 		$485K Buy
+5,790
New +$445K 0.29% 51

Other funds holding MDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Affinity Wealth Management's MDB Position: Q3 2019 in Review

Affinity Wealth Management sold out of MongoDB (MDB) in Q3 2019, closing a stake of 6,483 shares — an estimated $986K sold.

Affinity Wealth Management first reported a position in MDB in Q4 2018 and held it in 3 quarters. The position peaked at $986K in Q2 2019. 288 funds tracked by Wall St. Rank hold MDB as of Q3 2019.

  • Affinity Wealth Management reported no remaining MongoDB position as of Q3 2019 after selling out during the quarter.
  • Affinity Wealth Management sold 6,483 MongoDB shares in Q3 2019, an estimated $986K.
  • Affinity Wealth Management first reported a position in MongoDB in Q4 2018 and held it in 3 quarters.
  • Affinity Wealth Management's MongoDB position peaked at $986K in Q2 2019.
  • 288 funds tracked by Wall St. Rank held MongoDB as of Q3 2019.

Based on Affinity Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.