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AJ Wealth Strategies’s monday.com MNDY Stock Holding History

AJ Wealth Strategies’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-806
Closed -$249K – 330
2021
Q4 		$249K Hold
806
– – 0.01% 260
2021
Q3 		$263K Buy
+806
New +$237K 0.01% 252

Other funds holding MNDY

IHG
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Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $74.7M AUM
SV
Sapphire Ventures Austin, Texas $104M AUM 22.23% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SI
Salesforce Inc San Francisco, California $114M AUM 53.18% 1-Year Est. Return
ZC
Zoom Communications San Jose, California $30.8M AUM 39.82% 1-Year Est. Return

AJ Wealth Strategies's MNDY Position: Q1 2022 in Review

AJ Wealth Strategies sold out of monday.com (MNDY) in Q1 2022, closing a stake of 806 shares — an estimated $249K sold.

AJ Wealth Strategies first reported a position in MNDY in Q3 2021 and held it in 2 quarters. The position peaked at $263K in Q3 2021. 149 funds tracked by Wall St. Rank hold MNDY as of Q1 2022.

  • AJ Wealth Strategies reported no remaining monday.com position as of Q1 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 806 monday.com shares in Q1 2022, an estimated $249K.
  • AJ Wealth Strategies first reported a position in monday.com in Q3 2021 and held it in 2 quarters.
  • AJ Wealth Strategies's monday.com position peaked at $263K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held monday.com as of Q1 2022.

Based on AJ Wealth Strategies's 13F filing for Q1 2022, filed 13 May 2022.