CWM
MNDT

Circle Wealth Management’s Mandiant, Inc. Common Stock MNDT Stock Holding History

Circle Wealth Management’s Portfolio MNDT Stock Details MNDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,300
Closed -$109K – 234
2020
Q1 		$109K Sell
10,300
-1,200
-10% -$17.3K 0.02% 187
2019
Q4 		$190K Hold
11,500
– – 0.03% 182
2019
Q3 		$153K Hold
11,500
– – 0.03% 163
2019
Q2 		$170K Hold
11,500
– – 0.04% 154
2019
Q1 		$193K Buy
+11,500
New +$194K 0.04% 153

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SCM
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Invesco
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ACH
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First Trust Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return