AWM
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Atticus Wealth Management’s MongoDB MDB Stock Holding History

Atticus Wealth Management’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
2025
Q3 		– Sell
-12
Closed -$2.52K – 449
2025
Q2 		$2.52K Buy
12
+1
+9% +$185 ﹤0.01% 558
2025
Q1 		$1.93K Hold
11
– – ﹤0.01% 452
2024
Q4 		$2.56K Hold
11
– – ﹤0.01% 458
2024
Q3 		$2.97K Hold
11
– – ﹤0.01% 452
2024
Q2 		$2.75K Hold
11
– – ﹤0.01% 448
2024
Q1 		$3.95K Hold
11
– – ﹤0.01% 456
2023
Q4 		$4.5K Hold
11
– – ﹤0.01% 454
2023
Q3 		$3.81K Hold
11
– – ﹤0.01% 466
2023
Q2 		$4.52K Hold
11
– – ﹤0.01% 456
2023
Q1 		$2.56K Hold
11
– – ﹤0.01% 461
2022
Q4 		$2.17K Sell
11
-1
-8% -$178 ﹤0.01% 459
2022
Q3 		$3K Hold
12
– – ﹤0.01% 474
2022
Q2 		$3K Hold
12
– – ﹤0.01% 507
2022
Q1 		$5K Buy
12
+11
+1,100% +$4.3K ﹤0.01% 465
2021
Q4 		$1K Sell
1
-194
-99% -$99.3K ﹤0.01% 425
2021
Q3 		$92K Buy
+195
New +$78.5K 0.04% 179

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return