Atwood & Palmer’s MongoDB MDB Stock Holding History

Atwood & Palmer’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 Q4	–	Sell	-1	Closed	-$271	–	486
2024 Q3	$271	Buy	+1	New	+$260	﹤0.01%	459

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Atwood & Palmer's MDB Position: Q4 2024 in Review

Atwood & Palmer sold out of MongoDB (MDB) in Q4 2024, closing a stake of 1 share — an estimated $271 sold.

Atwood & Palmer first reported a position in MDB in Q3 2024 and held it in 1 quarter. The position peaked at $271 in Q3 2024. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

Atwood & Palmer reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
Atwood & Palmer sold 1 MongoDB share in Q4 2024, an estimated $271.
Atwood & Palmer first reported a position in MongoDB in Q3 2024 and held it in 1 quarter.
Atwood & Palmer's MongoDB position peaked at $271 in Q3 2024.
712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Atwood & Palmer's 13F filing for Q4 2024, filed 16 Jan 2025.