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Annis Gardner Whiting Capital Advisors’s MongoDB MDB Stock Holding History

Annis Gardner Whiting Capital 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
2024
Q3 		– Sell
-39
Closed -$9.75K – 863
2024
Q2 		$9.75K Hold
39
– – ﹤0.01% 688
2024
Q1 		$14K Buy
+39
New +$15.9K 0.01% 625

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's MDB Position: Q3 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of MongoDB (MDB) in Q3 2024, closing a stake of 39 shares — an estimated $9.75K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MDB in Q1 2024 and held it in 2 quarters. The position peaked at $14K in Q1 2024. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 39 MongoDB shares in Q3 2024, an estimated $9.75K.
  • Annis Gardner Whiting Capital Advisors first reported a position in MongoDB in Q1 2024 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's MongoDB position peaked at $14K in Q1 2024.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.