Bellwether Advisors’s MongoDB MDB Stock Holding History

Bellwether Advisors’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
2021 Q2	–	Sell	-2,015	Closed	-$538K	–	451
2021 Q1	$538K	Buy	+2,015	New	+$714K	0.21%	75

Other funds holding MDB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Bellwether Advisors's MDB Position: Q2 2021 in Review

Bellwether Advisors sold out of MongoDB (MDB) in Q2 2021, closing a stake of 2,015 shares — an estimated $538K sold.

Bellwether Advisors first reported a position in MDB in Q1 2021 and held it in 1 quarter. The position peaked at $538K in Q1 2021. 463 funds tracked by Wall St. Rank hold MDB as of Q2 2021.

Bellwether Advisors reported no remaining MongoDB position as of Q2 2021 after selling out during the quarter.
Bellwether Advisors sold 2,015 MongoDB shares in Q2 2021, an estimated $538K.
Bellwether Advisors first reported a position in MongoDB in Q1 2021 and held it in 1 quarter.
Bellwether Advisors's MongoDB position peaked at $538K in Q1 2021.
463 funds tracked by Wall St. Rank held MongoDB as of Q2 2021.

Based on Bellwether Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.