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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 $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bedel Financial Consulting's MDB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of MongoDB (MDB) in Q2 2022, closing a stake of 16 shares — an estimated $7K sold.

Bedel Financial Consulting first reported a position in MDB in Q3 2019 and held it in 11 quarters. The position peaked at $8K in Q4 2021. 538 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

  • Bedel Financial Consulting reported no remaining MongoDB position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 16 MongoDB shares in Q2 2022, an estimated $7K.
  • Bedel Financial Consulting first reported a position in MongoDB in Q3 2019 and held it in 11 quarters.
  • Bedel Financial Consulting's MongoDB position peaked at $8K in Q4 2021.
  • 538 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.