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Cetera Advisors’s MongoDB MDB Stock Holding History

Cetera Advisors’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 		$559K Buy
1,558
+805
+107% +$329K ﹤0.01% 1528
2023
Q4 		$308K Buy
753
+101
+15% +$38.3K ﹤0.01% 1406
2023
Q3 		$226K Buy
652
+117
+22% +$44.4K ﹤0.01% 1478
2023
Q2 		$220K Buy
+535
New +$156K ﹤0.01% 1460

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Advisors's MDB Position: Q1 2024 in Review

Cetera Advisors increased its MongoDB (MDB) stake by 107% in Q1 2024, buying an estimated $329K and bringing the position to 1,558 shares worth $559K. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Cetera Advisors first reported a position in MDB in Q2 2023 and has held it in 4 quarters since. 737 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

  • Cetera Advisors held 1,558 shares of MongoDB worth $559K as of Q1 2024.
  • Cetera Advisors bought 805 MongoDB shares in Q1 2024, an estimated $329K.
  • MongoDB made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1528 holding.
  • Cetera Advisors first reported a position in MongoDB in Q2 2023 and has held it in 4 quarters since.
  • 737 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

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