AJ Wealth Strategies’s MongoDB MDB Stock Holding History

AJ Wealth Strategies’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 Q2	$982K	Buy	2,390 +28	+1%	+$8.17K	0.05%	133
2023 Q1	$551K	Hold	2,362	–	–	0.03%	172
2022 Q4	$465K	Sell	2,362 -210	-8%	-$37.4K	0.02%	190
2022 Q3	$511K	Hold	2,572	–	–	0.03%	178
2022 Q2	$667K	Sell	2,572 -255	-9%	-$79.7K	0.04%	162
2022 Q1	$1.25M	Buy	2,827 +646	+30%	+$253K	0.06%	124
2021 Q4	$1.16M	Hold	2,181	–	–	0.05%	128
2021 Q3	$1.03M	Sell	2,181 -45	-2%	-$18.1K	0.06%	125
2021 Q2	$805K	Hold	2,226	–	–	0.05%	141
2021 Q1	$595K	Buy	2,226 +290	+15%	+$103K	0.04%	149
2020 Q4	$695K	Hold	1,936	–	–	0.06%	127
2020 Q3	$448K	Buy	1,936 +518	+37%	+$112K	0.05%	136
2020 Q2	$321K	Buy	+1,418	New	+$263K	0.04%	155

Other funds holding MDB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AJ Wealth Strategies's MDB Position: Q2 2023 in Review

AJ Wealth Strategies increased its MongoDB (MDB) stake by 1.2% in Q2 2023, buying an estimated $8.17K and bringing the position to 2,390 shares worth $982K. The position accounts for 0.05% of the portfolio, ranked #133.

AJ Wealth Strategies first reported a position in MDB in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.25M in Q1 2022. 663 funds tracked by Wall St. Rank hold MDB as of Q2 2023.

AJ Wealth Strategies held 2,390 shares of MongoDB worth $982K as of Q2 2023.
AJ Wealth Strategies bought 28 MongoDB shares in Q2 2023, an estimated $8.17K.
MongoDB made up 0.05% of AJ Wealth Strategies's portfolio in Q2 2023, its #133 holding.
AJ Wealth Strategies first reported a position in MongoDB in Q2 2020 and has held it in 13 quarters since.
AJ Wealth Strategies's MongoDB position peaked at $1.25M in Q1 2022.
663 funds tracked by Wall St. Rank held MongoDB as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.