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Annapolis Financial Services’s MongoDB MDB Stock Holding History

Annapolis Financial 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
2022
Q4 		– Sell
-19
Closed -$4K – 496
2022
Q3 		$4K Hold
19
– – ﹤0.01% 413
2022
Q2 		$5K Hold
19
– – ﹤0.01% 333
2022
Q1 		$8K Hold
19
– – ﹤0.01% 313
2021
Q4 		$10K Hold
19
– – ﹤0.01% 310
2021
Q3 		$9K Hold
19
– – ﹤0.01% 298
2021
Q2 		$7K Hold
19
– – ﹤0.01% 286
2021
Q1 		$5K Hold
19
– – ﹤0.01% 298
2020
Q4 		$7K Buy
+19
New +$5.31K ﹤0.01% 278

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Annapolis Financial Services's MDB Position: Q4 2022 in Review

Annapolis Financial Services sold out of MongoDB (MDB) in Q4 2022, closing a stake of 19 shares — an estimated $4K sold.

Annapolis Financial Services first reported a position in MDB in Q4 2020 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 520 funds tracked by Wall St. Rank hold MDB as of Q4 2022.

  • Annapolis Financial Services reported no remaining MongoDB position as of Q4 2022 after selling out during the quarter.
  • Annapolis Financial Services sold 19 MongoDB shares in Q4 2022, an estimated $4K.
  • Annapolis Financial Services first reported a position in MongoDB in Q4 2020 and held it in 8 quarters.
  • Annapolis Financial Services's MongoDB position peaked at $10K in Q4 2021.
  • 520 funds tracked by Wall St. Rank held MongoDB as of Q4 2022.

Based on Annapolis Financial Services's 13F filing for Q4 2022, filed 23 Jan 2023.