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Avantax Planning Partners’s MongoDB MDB Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-100
Closed -$8K – 829
2018
Q3 		$8K Buy
+100
New +$6.67K ﹤0.01% 944
2018
Q2 		– Sell
-200
Closed -$9K – 957
2018
Q1 		$9K Buy
+200
New +$6.46K ﹤0.01% 1100

Other funds holding MDB

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return
SM
SCGE Management Menlo Park, California $5.9B AUM 8.54% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Avantax Planning Partners's MDB Position: Q4 2018 in Review

Avantax Planning Partners sold out of MongoDB (MDB) in Q4 2018, closing a stake of 100 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in MDB in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 188 funds tracked by Wall St. Rank hold MDB as of Q4 2018.

  • Avantax Planning Partners reported no remaining MongoDB position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 100 MongoDB shares in Q4 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in MongoDB in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's MongoDB position peaked at $9K in Q1 2018.
  • 188 funds tracked by Wall St. Rank held MongoDB as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.