AAS
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Avantax Advisory Services’s MongoDB MDB Stock Holding History

Avantax Advisory Services’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
Q2 		$202K Buy
+961
New +$178K ﹤0.01% 2202
2024
Q4 		– Sell
-1,014
Closed -$274K – 2239
2024
Q3 		$274K Buy
1,014
+124
+14% +$32.2K ﹤0.01% 1821
2024
Q2 		$222K Buy
+890
New +$281K ﹤0.01% 1895
2024
Q1 		– Sell
-681
Closed -$278K – 1713
2023
Q4 		$278K Sell
681
-9
-1% -$3.41K ﹤0.01% 1279
2023
Q3 		$239K Sell
690
-235
-25% -$89.2K ﹤0.01% 1325
2023
Q2 		$380K Buy
+925
New +$270K ﹤0.01% 1062
2022
Q1 		– Sell
-503
Closed -$266K – 1336
2021
Q4 		$266K Buy
+503
New +$258K ﹤0.01% 1035

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return