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American Planning Services’s MongoDB MDB Stock Holding History

American Planning Services’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
2024
Q2 		– Sell
-649
Closed -$233K – 54
2024
Q1 		$233K Hold
649
– – 0.17% 44
2023
Q4 		$265K Buy
+649
New +$246K 0.2% 39

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

American Planning Services's MDB Position: Q2 2024 in Review

American Planning Services sold out of MongoDB (MDB) in Q2 2024, closing a stake of 649 shares — an estimated $233K sold.

American Planning Services first reported a position in MDB in Q4 2023 and held it in 2 quarters. The position peaked at $265K in Q4 2023. 661 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • American Planning Services reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
  • American Planning Services sold 649 MongoDB shares in Q2 2024, an estimated $233K.
  • American Planning Services first reported a position in MongoDB in Q4 2023 and held it in 2 quarters.
  • American Planning Services's MongoDB position peaked at $265K in Q4 2023.
  • 661 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on American Planning Services's 13F filing for Q2 2024, filed 9 Aug 2024.