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Ahrens Investment Partners’s MongoDB MDB Stock Holding History

Ahrens Investment Partners’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
Q1 		$233 Buy
+1
New +$210 ﹤0.01% 985
2022
Q3 		– Sell
-300
Closed -$78K – 600
2022
Q2 		$78K Hold
300
– – 0.03% 262
2022
Q1 		$133K Hold
300
– – 0.04% 230
2021
Q4 		$159K Sell
300
-200
-40% -$102K 0.07% 219
2021
Q3 		$236K Buy
+500
New +$201K 0.11% 179

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Ahrens Investment Partners's MDB Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in MongoDB (MDB) in Q1 2023: 1 share worth $233. The stake represents ﹤0.01% of the portfolio and ranks #985 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in MDB as recently as Q2 2022.

Ahrens Investment Partners first reported a position in MDB in Q3 2021 and has held it in 5 quarters since. The position peaked at $236K in Q3 2021. 527 funds tracked by Wall St. Rank hold MDB as of Q1 2023.

  • Ahrens Investment Partners held 1 share of MongoDB worth $233 as of Q1 2023.
  • MongoDB was a new Ahrens Investment Partners position in Q1 2023.
  • MongoDB made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #985 holding.
  • Ahrens Investment Partners first reported a position in MongoDB in Q3 2021 and has held it in 5 quarters since.
  • Ahrens Investment Partners's MongoDB position peaked at $236K in Q3 2021.
  • 527 funds tracked by Wall St. Rank held MongoDB as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.