Baldwin Wealth Partners’s MongoDB MDB Stock Holding History

Baldwin Wealth 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
2024 Q4	–	Sell	-15	Closed	-$4.05K	–	698
2024 Q3	$4.05K	Sell	15 -1	-6%	-$260	﹤0.01%	889
2024 Q2	$4K	Buy	16 +1	+7%	+$316	﹤0.01%	608
2024 Q1	$5.38K	Sell	15 -500	-97%	-$204K	﹤0.01%	590
2023 Q4	$211K	Hold	515	–	–	0.02%	206
2023 Q3	$178K	Hold	515	–	–	0.02%	234
2023 Q2	$212K	Hold	515	–	–	0.02%	232
2023 Q1	$120K	Hold	515	–	–	0.01%	302
2022 Q4	$101K	Sell	515 -300	-37%	-$53.4K	0.01%	316
2022 Q3	$162K	Hold	815	–	–	0.02%	187
2022 Q2	$212K	Hold	815	–	–	0.03%	173
2022 Q1	$362K	Buy	815 +65	+9%	+$25.4K	0.04%	146
2021 Q4	$397K	Buy	750 +50	+7%	+$25.6K	0.04%	148
2021 Q3	$330K	Hold	700	–	–	0.04%	154
2021 Q2	$253K	Hold	700	–	–	0.03%	175
2021 Q1	$187K	Hold	700	–	–	0.02%	187
2020 Q4	$251K	Hold	700	–	–	0.03%	151
2020 Q3	$162K	Hold	700	–	–	0.02%	176
2020 Q2	$158K	Buy	700 +200	+40%	+$37K	0.02%	175
2020 Q1	$68K	Hold	500	–	–	0.01%	240
2019 Q4	$66K	Hold	500	–	–	0.01%	285
2019 Q3	$60K	Hold	500	–	–	0.01%	283
2019 Q2	$76K	Buy	+500	New	+$72.6K	0.01%	270

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Baldwin Wealth Partners's MDB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of MongoDB (MDB) in Q4 2024, closing a stake of 15 shares — an estimated $4.05K sold.

Baldwin Wealth Partners first reported a position in MDB in Q2 2019 and held it in 22 quarters. The position peaked at $397K in Q4 2021. 714 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

Baldwin Wealth Partners reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 15 MongoDB shares in Q4 2024, an estimated $4.05K.
Baldwin Wealth Partners first reported a position in MongoDB in Q2 2019 and held it in 22 quarters.
Baldwin Wealth Partners's MongoDB position peaked at $397K in Q4 2021.
714 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.