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Capital Investment Advisory Services’s MongoDB MDB Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-150
Closed -$18K – 968
2019
Q3 		$18K Buy
+150
New +$21.6K 0.01% 836

Other funds holding MDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Capital Investment Advisory Services's MDB Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of MongoDB (MDB) in Q4 2019, closing a stake of 150 shares — an estimated $18K sold.

Capital Investment Advisory Services first reported a position in MDB in Q3 2019 and held it in 1 quarter. The position peaked at $18K in Q3 2019. 291 funds tracked by Wall St. Rank hold MDB as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining MongoDB position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 150 MongoDB shares in Q4 2019, an estimated $18K.
  • Capital Investment Advisory Services first reported a position in MongoDB in Q3 2019 and held it in 1 quarter.
  • Capital Investment Advisory Services's MongoDB position peaked at $18K in Q3 2019.
  • 291 funds tracked by Wall St. Rank held MongoDB as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.