Brewin Dolphin Wealth Management’s MongoDB MDB Stock Holding History

Brewin Dolphin 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
2022 Q2	$18K	Hold	70	–	–	﹤0.01%	247
2022 Q1	$31K	Hold	70	–	–	﹤0.01%	224
2021 Q4	$37K	Hold	70	–	–	﹤0.01%	217
2021 Q3	$33K	Hold	70	–	–	﹤0.01%	227
2021 Q2	$25.3K	Hold	70	–	–	﹤0.01%	250
2021 Q1	$18.7K	Hold	70	–	–	﹤0.01%	261
2020 Q4	$25.1K	Hold	70	–	–	﹤0.01%	212
2020 Q3	$16.2K	Buy	+70	New	+$15.2K	﹤0.01%	220
2019 Q4	–	Sell	-125	Closed	-$15.1K	–	200
2019 Q3	$15.1K	Hold	125	–	–	0.01%	159
2019 Q2	$19K	Hold	125	–	–	0.01%	158
2019 Q1	$18.4K	Sell	125 -100	-44%	-$10.3K	0.01%	157
2018 Q4	$18.8K	Hold	225	–	–	0.01%	150
2018 Q3	$18.3K	Buy	+225	New	+$15K	0.01%	154

Other funds holding MDB

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Brewin Dolphin Wealth Management's MDB Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its MongoDB (MDB) position steady in Q2 2022 at 70 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Brewin Dolphin Wealth Management first reported a position in MDB in Q3 2018 and has held it in 13 quarters since. The position peaked at $37K in Q4 2021. 537 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

Brewin Dolphin Wealth Management held 70 shares of MongoDB worth $18K as of Q2 2022.
Brewin Dolphin Wealth Management left its MongoDB share count unchanged in Q2 2022.
MongoDB made up ﹤0.01% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #247 holding.
Brewin Dolphin Wealth Management first reported a position in MongoDB in Q3 2018 and has held it in 13 quarters since.
Brewin Dolphin Wealth Management's MongoDB position peaked at $37K in Q4 2021.
537 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.