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Bedell Frazier Investment Counselling’s MongoDB MDB Stock Holding History

Bedell Frazier Investment Counselling’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
2025
Q1 		– Sell
-896
Closed -$209K – 109
2024
Q4 		$209K Buy
+896
New +$253K 0.05% 106

Other funds holding MDB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bedell Frazier Investment Counselling's MDB Position: Q1 2025 in Review

Bedell Frazier Investment Counselling sold out of MongoDB (MDB) in Q1 2025, closing a stake of 896 shares — an estimated $209K sold.

Bedell Frazier Investment Counselling first reported a position in MDB in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 664 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • Bedell Frazier Investment Counselling reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 896 MongoDB shares in Q1 2025, an estimated $209K.
  • Bedell Frazier Investment Counselling first reported a position in MongoDB in Q4 2024 and held it in 1 quarter.
  • Bedell Frazier Investment Counselling's MongoDB position peaked at $209K in Q4 2024.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2025, filed 14 May 2025.