Beacon Pointe Advisors’s MongoDB MDB Stock Holding History

Beacon Pointe Advisors’s Portfolio MDB Stock Details MDB Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.9M	Buy
2024 Q3	–	Sell
2024 Q2	$207K	Sell
2024 Q1	$339K	Sell
2023 Q4	$396K	Sell
2023 Q3	$340K	Buy
2023 Q2	$373K	Buy
2022 Q2	–	Sell
2022 Q1	$301K	Buy
2021 Q4	$202K	Buy