AWM
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Avior Wealth Management’s MongoDB MDB Stock Holding History

Avior 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
Q1 		– Sell
-134
Closed -$31.3K – 1684
2024
Q4 		$31.3K Sell
134
-1,240
-90% -$350K ﹤0.01% 1299
2024
Q3 		$371K Buy
1,374
+30
+2% +$7.79K 0.01% 530
2024
Q2 		$336K Buy
1,344
+1,140
+559% +$360K 0.01% 540
2024
Q1 		$73.2K Buy
204
+194
+1,940% +$79.3K ﹤0.01% 1082
2023
Q4 		$4.09K Sell
10
-4
-29% -$1.52K ﹤0.01% 1197
2023
Q3 		$4.84K Buy
14
+10
+250% +$3.8K ﹤0.01% 1198
2023
Q2 		$1.64K Sell
4
-1,466
-100% -$428K ﹤0.01% 1370
2023
Q1 		$343K Sell
1,470
-614
-29% -$129K 0.02% 429
2022
Q4 		$410K Buy
2,084
+520
+33% +$92.6K 0.03% 347
2022
Q3 		$310K Buy
1,564
+320
+26% +$93.4K 0.03% 380
2022
Q2 		$322K Hold
1,244
– – 0.03% 342
2022
Q1 		$551K Buy
+1,244
New +$486K 0.05% 276

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's MDB Position: Q1 2025 in Review

Avior Wealth Management sold out of MongoDB (MDB) in Q1 2025, closing a stake of 134 shares — an estimated $31.3K sold.

Avior Wealth Management first reported a position in MDB in Q1 2022 and held it in 12 quarters. The position peaked at $551K in Q1 2022. 663 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • Avior Wealth Management reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 134 MongoDB shares in Q1 2025, an estimated $31.3K.
  • Avior Wealth Management first reported a position in MongoDB in Q1 2022 and held it in 12 quarters.
  • Avior Wealth Management's MongoDB position peaked at $551K in Q1 2022.
  • 663 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.