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Atria Wealth Solutions’s MongoDB MDB Stock Holding History

Atria Wealth Solutions’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
-831
Closed -$208K – 1999
2024
Q2 		$208K Buy
831
+44
+6% +$13.9K ﹤0.01% 1751
2024
Q1 		$282K Sell
787
-3
-0.4% -$1.23K ﹤0.01% 1595
2023
Q4 		$323K Sell
790
-5
-0.6% -$1.9K ﹤0.01% 1445
2023
Q3 		$275K Sell
795
-35
-4% -$13.3K ﹤0.01% 1467
2023
Q2 		$341K Buy
+830
New +$242K ﹤0.01% 1359

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

Atria Wealth Solutions's MDB Position: Q3 2024 in Review

Atria Wealth Solutions sold out of MongoDB (MDB) in Q3 2024, closing a stake of 831 shares — an estimated $208K sold.

Atria Wealth Solutions first reported a position in MDB in Q2 2023 and held it in 5 quarters. The position peaked at $341K in Q2 2023. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Atria Wealth Solutions reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 831 MongoDB shares in Q3 2024, an estimated $208K.
  • Atria Wealth Solutions first reported a position in MongoDB in Q2 2023 and held it in 5 quarters.
  • Atria Wealth Solutions's MongoDB position peaked at $341K in Q2 2023.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.