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Benjamin F. Edwards & Company’s MongoDB MDB Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$973K Buy
3,891
+21
+0.5% +$6.63K 0.02% 528
2024
Q1 		$1.39M Sell
3,870
-46
-1% -$18.8K 0.03% 435
2023
Q4 		$1.6M Buy
3,916
+549
+16% +$208K 0.03% 387
2023
Q3 		$1.17M Sell
3,367
-96
-3% -$36.4K 0.04% 339
2023
Q2 		$1.42M Sell
3,463
-65
-2% -$19K 0.05% 302
2023
Q1 		$822K Buy
3,528
+19
+0.5% +$3.99K 0.03% 377
2022
Q4 		$691K Sell
3,509
-342
-9% -$60.9K 0.03% 396
2022
Q3 		$765K Buy
3,851
+194
+5% +$56.6K 0.04% 360
2022
Q2 		$949K Sell
3,657
-485
-12% -$152K 0.05% 337
2022
Q1 		$1.84M Sell
4,142
-18
-0.4% -$7.04K 0.08% 245
2021
Q4 		$2.2M Sell
4,160
-144
-3% -$73.7K 0.1% 214
2021
Q3 		$2.03M Sell
4,304
-21
-0.5% -$8.46K 0.1% 205
2021
Q2 		$1.56M Sell
4,325
-104
-2% -$32.2K 0.08% 261
2021
Q1 		$1.18M Sell
4,429
-159
-3% -$56.3K 0.06% 302
2020
Q4 		$1.65M Sell
4,588
-1,000
-18% -$279K 0.1% 221
2020
Q3 		$1.29M Sell
5,588
-129
-2% -$28K 0.09% 237
2020
Q2 		$1.29M Sell
5,717
-102
-2% -$18.9K 0.09% 218
2020
Q1 		$795K Sell
5,819
-110
-2% -$16.2K 0.07% 268
2019
Q4 		$780K Buy
5,929
+700
+13% +$91.9K 0.05% 308
2019
Q3 		$630K Buy
5,229
+205
+4% +$29.6K 0.05% 323
2019
Q2 		$764K Sell
5,024
-66
-1% -$9.58K 0.06% 288
2019
Q1 		$748K Sell
5,090
-100
-2% -$10.3K 0.07% 278
2018
Q4 		$435K Sell
5,190
-160
-3% -$12.3K 0.05% 330
2018
Q3 		$436K Buy
5,350
+1,300
+32% +$86.7K 0.04% 351
2018
Q2 		$201K Buy
4,050
+1,075
+36% +$48.2K 0.02% 504
2018
Q1 		$129K Buy
+2,975
New +$96.2K 0.01% 614

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benjamin F. Edwards & Company's MDB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its MongoDB (MDB) stake by 0.54% in Q2 2024, buying an estimated $6.63K and bringing the position to 3,891 shares worth $973K. The position accounts for 0.02% of the portfolio, ranked #528.

Benjamin F. Edwards & Company first reported a position in MDB in Q1 2018 and has held it in 26 quarters since. The position peaked at $2.2M in Q4 2021. 661 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • Benjamin F. Edwards & Company held 3,891 shares of MongoDB worth $973K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 21 MongoDB shares in Q2 2024, an estimated $6.63K.
  • MongoDB made up 0.02% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #528 holding.
  • Benjamin F. Edwards & Company first reported a position in MongoDB in Q1 2018 and has held it in 26 quarters since.
  • Benjamin F. Edwards & Company's MongoDB position peaked at $2.2M in Q4 2021.
  • 661 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.