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Cetera Advisor Networks’s MongoDB MDB Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$2.3M Buy
6,422
+3,826
+147% +$1.56M 0.01% 953
2023
Q4 		$1.06M Buy
2,596
+417
+19% +$158K 0.01% 1338
2023
Q3 		$754K Buy
2,179
+601
+38% +$228K ﹤0.01% 1466
2023
Q2 		$649K Buy
1,578
+113
+8% +$33K ﹤0.01% 1552
2023
Q1 		$342K Buy
1,465
+51
+4% +$10.7K ﹤0.01% 1967
2022
Q4 		$278K Buy
+1,414
New +$252K ﹤0.01% 2052
2022
Q3 		– Sell
-860
Closed -$223K – 2139
2022
Q2 		$223K Buy
860
+59
+7% +$18.4K ﹤0.01% 1784
2022
Q1 		$355K Buy
801
+7
+0.9% +$2.74K ﹤0.01% 1530
2021
Q4 		$420K Buy
794
+25
+3% +$12.8K 0.01% 1380
2021
Q3 		$363K Sell
769
-2
-0.3% -$806 ﹤0.01% 1406
2021
Q2 		$279K Buy
+771
New +$238K ﹤0.01% 1543
2020
Q4 		– Sell
-2,050
Closed -$475K – 1375
2020
Q3 		$475K Buy
2,050
+650
+46% +$141K 0.01% 728
2020
Q2 		$317K Buy
+1,400
New +$259K 0.01% 881
2019
Q4 		– Sell
-3,030
Closed -$365K – 1264
2019
Q3 		$365K Buy
3,030
+205
+7% +$29.6K 0.01% 835
2019
Q2 		$429K Sell
2,825
-425
-13% -$61.7K 0.01% 738
2019
Q1 		$479K Buy
3,250
+104
+3% +$10.7K 0.02% 679
2018
Q4 		$263K Sell
3,146
-554
-15% -$42.6K 0.01% 819
2018
Q3 		$300K Buy
+3,700
New +$247K 0.01% 868

Other funds holding MDB

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 $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cetera Advisor Networks's MDB Position: Q1 2024 in Review

Cetera Advisor Networks increased its MongoDB (MDB) stake by 147% in Q1 2024, buying an estimated $1.56M and bringing the position to 6,422 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #953.

Cetera Advisor Networks first reported a position in MDB in Q3 2018 and has held it in 18 quarters since. 738 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

  • Cetera Advisor Networks held 6,422 shares of MongoDB worth $2.3M as of Q1 2024.
  • Cetera Advisor Networks bought 3,826 MongoDB shares in Q1 2024, an estimated $1.56M.
  • MongoDB made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #953 holding.
  • Cetera Advisor Networks first reported a position in MongoDB in Q3 2018 and has held it in 18 quarters since.
  • 738 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.