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Atticus Wealth Management’s monday.com MNDY Stock Holding History

Atticus Wealth Management’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-208
Closed -$68K – 470
2021
Q3 		$68K Buy
+208
New +$61.2K 0.03% 202

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SV
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ICP
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HLA
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
HP
Harbourvest Partners Boston, Massachusetts $170M AUM 34.45% 1-Year Est. Return
SI
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Atticus Wealth Management's MNDY Position: Q4 2021 in Review

Atticus Wealth Management sold out of monday.com (MNDY) in Q4 2021, closing a stake of 208 shares — an estimated $68K sold.

Atticus Wealth Management first reported a position in MNDY in Q3 2021 and held it in 1 quarter. The position peaked at $68K in Q3 2021. 132 funds tracked by Wall St. Rank hold MNDY as of Q4 2021.

  • Atticus Wealth Management reported no remaining monday.com position as of Q4 2021 after selling out during the quarter.
  • Atticus Wealth Management sold 208 monday.com shares in Q4 2021, an estimated $68K.
  • Atticus Wealth Management first reported a position in monday.com in Q3 2021 and held it in 1 quarter.
  • Atticus Wealth Management's monday.com position peaked at $68K in Q3 2021.
  • 132 funds tracked by Wall St. Rank held monday.com as of Q4 2021.

Based on Atticus Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.