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Carroll Financial Associates’s MongoDB MDB Stock Holding History

Carroll Financial Associates’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
Q4 		$0 Sell
1
-3
-75% -$1.54K ﹤0.01% 1808
2021
Q3 		$1K Buy
+4
New +$1.61K ﹤0.01% 1668
2020
Q3 		– Sell
-604
Closed -$136K – 1595
2020
Q2 		$136K Buy
+604
New +$112K 0.01% 404

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Carroll Financial Associates's MDB Position: Q4 2021 in Review

Carroll Financial Associates reduced its MongoDB (MDB) stake by 75% in Q4 2021, selling an estimated $1.54K and leaving 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Carroll Financial Associates first reported a position in MDB in Q2 2020 and has held it in 3 quarters since. The position peaked at $136K in Q2 2020. 560 funds tracked by Wall St. Rank hold MDB as of Q4 2021.

  • Carroll Financial Associates held 1 share of MongoDB worth $0 as of Q4 2021.
  • Carroll Financial Associates sold 3 MongoDB shares in Q4 2021, an estimated $1.54K.
  • MongoDB made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1808 holding.
  • Carroll Financial Associates first reported a position in MongoDB in Q2 2020 and has held it in 3 quarters since.
  • Carroll Financial Associates's MongoDB position peaked at $136K in Q2 2020.
  • 560 funds tracked by Wall St. Rank held MongoDB as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.