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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return