Berman Capital Advisors’s MongoDB MDB Stock Holding History

Berman Capital 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 Q3	$70K	Buy	152 +13	+9%	+$5.24K	0.01%	554
2021 Q2	$50K	Buy	139 +126	+969%	+$39K	0.01%	576
2021 Q1	$3K	Buy	+13	New	+$4.61K	﹤0.01%	1425
2020 Q3	–	Sell	-5	Closed	-$1K	–	1707
2020 Q2	$1K	Buy	+5	New	+$926	﹤0.01%	1449
2019 Q4	–	Sell	-385	Closed	-$45K	–	1509
2019 Q3	$45K	Buy	+385	New	+$55.6K	0.01%	325

Other funds holding MDB

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Berman Capital Advisors's MDB Position: Q3 2021 in Review

Berman Capital Advisors increased its MongoDB (MDB) stake by 9.4% in Q3 2021, buying an estimated $5.24K and bringing the position to 152 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #554.

Berman Capital Advisors first reported a position in MDB in Q3 2019 and has held it in 5 quarters since. 509 funds tracked by Wall St. Rank hold MDB as of Q3 2021.

Berman Capital Advisors held 152 shares of MongoDB worth $70K as of Q3 2021.
Berman Capital Advisors bought 13 MongoDB shares in Q3 2021, an estimated $5.24K.
MongoDB made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #554 holding.
Berman Capital Advisors first reported a position in MongoDB in Q3 2019 and has held it in 5 quarters since.
509 funds tracked by Wall St. Rank held MongoDB as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.