AXS Investments’s MongoDB MDB Stock Holding History

AXS Investments’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 Q2	–	Sell	-2,000	Closed	-$717K	–	273
2024 Q1	$717K	Sell	2,000 -600	-23%	-$245K	0.17%	190
2023 Q4	$1.06M	Buy	+2,600	New	+$986K	0.25%	153

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 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

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

AXS Investments's MDB Position: Q2 2024 in Review

AXS Investments sold out of MongoDB (MDB) in Q2 2024, closing a stake of 2,000 shares — an estimated $717K sold.

AXS Investments first reported a position in MDB in Q4 2023 and held it in 2 quarters. The position peaked at $1.06M in Q4 2023. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

AXS Investments reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 2,000 MongoDB shares in Q2 2024, an estimated $717K.
AXS Investments first reported a position in MongoDB in Q4 2023 and held it in 2 quarters.
AXS Investments's MongoDB position peaked at $1.06M in Q4 2023.
659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.