CM Wealth Advisors’s MongoDB MDB Stock Holding History

CM Wealth 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
2023 Q2	–	Sell	-3,855	Closed	-$918K	–	318
2023 Q1	$918K	Buy	+3,855	New	+$809K	0.18%	174

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CM Wealth Advisors's MDB Position: Q2 2023 in Review

CM Wealth Advisors sold out of MongoDB (MDB) in Q2 2023, closing a stake of 3,855 shares — an estimated $918K sold.

CM Wealth Advisors first reported a position in MDB in Q1 2023 and held it in 1 quarter. The position peaked at $918K in Q1 2023. 662 funds tracked by Wall St. Rank hold MDB as of Q2 2023.

CM Wealth Advisors reported no remaining MongoDB position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 3,855 MongoDB shares in Q2 2023, an estimated $918K.
CM Wealth Advisors first reported a position in MongoDB in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's MongoDB position peaked at $918K in Q1 2023.
662 funds tracked by Wall St. Rank held MongoDB as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.