Confluence Wealth Services’s MongoDB MDB Stock Holding History

Confluence Wealth Services’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
2022 Q1	–	Sell	-49	Closed	-$25K	–	778
2021 Q4	$25K	Buy	+49	New	+$25.1K	0.01%	672

Other funds holding MDB

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Confluence Wealth Services's MDB Position: Q1 2022 in Review

Confluence Wealth Services sold out of MongoDB (MDB) in Q1 2022, closing a stake of 49 shares — an estimated $25K sold.

Confluence Wealth Services first reported a position in MDB in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 570 funds tracked by Wall St. Rank hold MDB as of Q1 2022.

Confluence Wealth Services reported no remaining MongoDB position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 49 MongoDB shares in Q1 2022, an estimated $25K.
Confluence Wealth Services first reported a position in MongoDB in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's MongoDB position peaked at $25K in Q4 2021.
570 funds tracked by Wall St. Rank held MongoDB as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.