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Baystate Wealth Management’s MongoDB MDB Stock Holding History

Baystate 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
2023
Q4 		$818 Buy
+2
New +$759 ﹤0.01% 1166

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Baystate Wealth Management's MDB Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in MongoDB (MDB) in Q4 2023: 2 shares worth $818. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings.

746 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

  • Baystate Wealth Management held 2 shares of MongoDB worth $818 as of Q4 2023.
  • MongoDB was a new Baystate Wealth Management position in Q4 2023.
  • MongoDB made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1166 holding.
  • 746 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.