Caliber Wealth Management (Utah)’s MongoDB MDB Stock Holding History

Caliber Wealth Management (Utah)’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	–	Sell	-5,111	Closed	-$2.27M	–	70
2022 Q1	$2.27M	Buy	5,111 +345	+7%	+$135K	1.45%	32
2021 Q4	$1.89M	Buy	4,766 +210	+5%	+$108K	1.31%	39
2021 Q3	$2.3M	Sell	4,556 -178	-4%	-$71.7K	1.62%	14
2021 Q2	$1.71M	Sell	4,734 -845	-15%	-$261K	1.21%	33
2021 Q1	$1.49M	Sell	5,579 -1,420	-20%	-$503K	1.08%	38
2020 Q4	$2.51M	Buy	+6,999	New	+$1.95M	2.46%	10

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Caliber Wealth Management (Utah)'s MDB Position: Q2 2022 in Review

Caliber Wealth Management (Utah) sold out of MongoDB (MDB) in Q2 2022, closing a stake of 5,111 shares — an estimated $2.27M sold.

Caliber Wealth Management (Utah) first reported a position in MDB in Q4 2020 and held it in 6 quarters. The position peaked at $2.51M in Q4 2020. 538 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

Caliber Wealth Management (Utah) reported no remaining MongoDB position as of Q2 2022 after selling out during the quarter.
Caliber Wealth Management (Utah) sold 5,111 MongoDB shares in Q2 2022, an estimated $2.27M.
Caliber Wealth Management (Utah) first reported a position in MongoDB in Q4 2020 and held it in 6 quarters.
Caliber Wealth Management (Utah)'s MongoDB position peaked at $2.51M in Q4 2020.
538 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q2 2022, filed 12 Jul 2022.