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Cary Street Partners Investment Advisory’s monday.com MNDY Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-200
Closed -$34.2K – 1902
2023
Q2 		$34.2K Buy
+200
New +$29.9K ﹤0.01% 904

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Franklin Resources
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VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Cary Street Partners Investment Advisory's MNDY Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of monday.com (MNDY) in Q3 2023, closing a stake of 200 shares — an estimated $34.2K sold.

Cary Street Partners Investment Advisory first reported a position in MNDY in Q2 2023 and held it in 1 quarter. The position peaked at $34.2K in Q2 2023. 290 funds tracked by Wall St. Rank hold MNDY as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining monday.com position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 200 monday.com shares in Q3 2023, an estimated $34.2K.
  • Cary Street Partners Investment Advisory first reported a position in monday.com in Q2 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's monday.com position peaked at $34.2K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held monday.com as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.