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Bedel Financial Consulting’s MongoDB MDB Stock Holding History

Bedel Financial Consulting’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 		– Sell
-16
Closed -$7K – 593
2022
Q1 		$7K Hold
16
– – ﹤0.01% 729
2021
Q4 		$8K Hold
16
– – ﹤0.01% 714
2021
Q3 		$8K Hold
16
– – ﹤0.01% 706
2021
Q2 		$6K Hold
16
– – ﹤0.01% 750
2021
Q1 		$4K Hold
16
– – ﹤0.01% 780
2020
Q4 		$6K Hold
16
– – ﹤0.01% 633
2020
Q3 		$4K Hold
16
– – ﹤0.01% 646
2020
Q2 		$4K Hold
16
– – ﹤0.01% 623
2020
Q1 		$2K Hold
16
– – ﹤0.01% 689
2019
Q4 		$2K Hold
16
– – ﹤0.01% 685
2019
Q3 		$2K Buy
+16
New +$2.31K ﹤0.01% 660

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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