American Portfolios Advisors’s MongoDB MDB Stock Holding History

American Portfolios Advisors’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
2022 Q3	$130K	Buy	654 +102	+18%	+$29.8K	0.01%	1204
2022 Q2	$143K	Sell	552 -18	-3%	-$5.63K	0.01%	1219
2022 Q1	$253K	Sell	570 -592	-51%	-$231K	0.01%	1050
2021 Q4	$615K	Buy	1,162 +750	+182%	+$384K	0.02%	651
2021 Q3	$194K	Buy	412 +83	+25%	+$33.4K	0.01%	1122
2021 Q2	$119K	Hold	329	–	–	﹤0.01%	1339
2021 Q1	$88K	Hold	329	–	–	﹤0.01%	1371
2020 Q4	$118K	Buy	329 +20	+6%	+$5.59K	0.01%	1085
2020 Q3	$71.5K	Sell	309 -11	-3%	-$2.38K	﹤0.01%	1204
2020 Q2	$72.4K	Sell	320 -20	-6%	-$3.7K	﹤0.01%	1148
2020 Q1	$46.4K	Buy	340 +27	+9%	+$3.99K	﹤0.01%	1197
2019 Q4	$41.2K	Sell	313 -85	-21%	-$11.2K	﹤0.01%	1423
2019 Q3	$48K	Buy	398 +174	+78%	+$25.1K	﹤0.01%	1297
2019 Q2	$34.1K	Buy	224 +20	+10%	+$2.9K	﹤0.01%	1436
2019 Q1	$30K	Buy	204 +34	+20%	+$3.49K	﹤0.01%	1414
2018 Q4	$14.2K	Hold	170	–	–	﹤0.01%	1496
2018 Q3	$13.9K	Hold	170	–	–	﹤0.01%	1619
2018 Q2	$8.44K	Buy	+170	New	+$7.63K	﹤0.01%	1785

Other funds holding MDB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

American Portfolios Advisors's MDB Position: Q3 2022 in Review

American Portfolios Advisors increased its MongoDB (MDB) stake by 18% in Q3 2022, buying an estimated $29.8K and bringing the position to 654 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #1204.

American Portfolios Advisors first reported a position in MDB in Q2 2018 and has held it in 18 quarters since. The position peaked at $615K in Q4 2021. 508 funds tracked by Wall St. Rank hold MDB as of Q3 2022.

American Portfolios Advisors held 654 shares of MongoDB worth $130K as of Q3 2022.
American Portfolios Advisors bought 102 MongoDB shares in Q3 2022, an estimated $29.8K.
MongoDB made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1204 holding.
American Portfolios Advisors first reported a position in MongoDB in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's MongoDB position peaked at $615K in Q4 2021.
508 funds tracked by Wall St. Rank held MongoDB as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.