BerganKDV Wealth Management’s MongoDB MDB Stock Holding History

BerganKDV Wealth Management’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
2023 Q2	$1.23K	Sell	3 -1	-25%	-$292	﹤0.01%	735
2023 Q1	$933	Hold	4	–	–	﹤0.01%	910
2022 Q4	$787	Buy	4 +2	+100%	+$356	﹤0.01%	906
2022 Q3	$0	Sell	2 -1	-33%	-$292	﹤0.01%	1023
2022 Q2	$1K	Buy	+3	New	+$938	﹤0.01%	918
2022 Q1	–	Sell	-1	Closed	-$1K	–	1056
2021 Q4	$1K	Sell	1 -100	-99%	-$51.2K	﹤0.01%	995
2021 Q3	$48K	Buy	101 +1	+1%	+$403	0.01%	404
2021 Q2	$36K	Buy	+100	New	+$30.9K	﹤0.01%	432

Other funds holding MDB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BerganKDV Wealth Management's MDB Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its MongoDB (MDB) stake by 25% in Q2 2023, selling an estimated $292 and leaving 3 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

BerganKDV Wealth Management first reported a position in MDB in Q2 2021 and has held it in 8 quarters since. The position peaked at $48K in Q3 2021. 662 funds tracked by Wall St. Rank hold MDB as of Q2 2023.

BerganKDV Wealth Management held 3 shares of MongoDB worth $1.23K as of Q2 2023.
BerganKDV Wealth Management sold 1 MongoDB share in Q2 2023, an estimated $292.
MongoDB made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #735 holding.
BerganKDV Wealth Management first reported a position in MongoDB in Q2 2021 and has held it in 8 quarters since.
BerganKDV Wealth Management's MongoDB position peaked at $48K in Q3 2021.
662 funds tracked by Wall St. Rank held MongoDB as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.