B. Riley Wealth Management’s MongoDB MDB Stock Holding History

B. Riley 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
2022 Q2	$226	Sell	870 -20	-2%	-$6.25K	﹤0.01%	625
2022 Q1	$395K	Buy	890 +3	+0.3%	+$1.17K	0.03%	379
2021 Q4	$470K	Sell	887 -200	-18%	-$102K	0.03%	370
2021 Q3	$513K	Buy	1,087 +6	+0.6%	+$2.42K	0.04%	328
2021 Q2	$391K	Sell	1,081 -44	-4%	-$13.6K	0.04%	269
2021 Q1	$301K	Sell	1,125 -399	-26%	-$141K	0.04%	301
2020 Q4	$547K	Sell	1,524 -209	-12%	-$58.4K	0.07%	195
2020 Q3	$401K	Buy	1,733 +355	+26%	+$77K	0.05%	260
2020 Q2	$312K	Buy	+1,378	New	+$255K	0.03%	292

Other funds holding MDB

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

B. Riley Wealth Management's MDB Position: Q2 2022 in Review

B. Riley Wealth Management reduced its MongoDB (MDB) stake by 2.2% in Q2 2022, selling an estimated $6.25K and leaving 870 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #625.

B. Riley Wealth Management first reported a position in MDB in Q2 2020 and has held it in 9 quarters since. The position peaked at $547K in Q4 2020. 537 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

B. Riley Wealth Management held 870 shares of MongoDB worth $226 as of Q2 2022.
B. Riley Wealth Management sold 20 MongoDB shares in Q2 2022, an estimated $6.25K.
MongoDB made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #625 holding.
B. Riley Wealth Management first reported a position in MongoDB in Q2 2020 and has held it in 9 quarters since.
B. Riley Wealth Management's MongoDB position peaked at $547K in Q4 2020.
537 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.