Blue Bell Private Wealth Management’s MongoDB MDB Stock Holding History

Blue Bell Private 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
2024 Q2	–	Sell	-4	Closed	-$1.44K	–	731
2024 Q1	$1.44K	Hold	4	–	–	﹤0.01%	656
2023 Q4	$1.64K	Hold	4	–	–	﹤0.01%	637
2023 Q3	$1.38K	Hold	4	–	–	﹤0.01%	602
2023 Q2	$1.64K	Hold	4	–	–	﹤0.01%	595
2023 Q1	$932	Hold	4	–	–	﹤0.01%	617
2022 Q4	$787	Hold	4	–	–	﹤0.01%	653
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	692
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	744
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	702
2021 Q4	$2K	Buy	+4	New	+$2.05K	﹤0.01%	696

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blue Bell Private Wealth Management's MDB Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of MongoDB (MDB) in Q2 2024, closing a stake of 4 shares — an estimated $1.44K sold.

Blue Bell Private Wealth Management first reported a position in MDB in Q4 2021 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

Blue Bell Private Wealth Management reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 4 MongoDB shares in Q2 2024, an estimated $1.44K.
Blue Bell Private Wealth Management first reported a position in MongoDB in Q4 2021 and held it in 10 quarters.
Blue Bell Private Wealth Management's MongoDB position peaked at $2K in Q1 2022.
659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.