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Coppell Advisory Solutions’s MongoDB MDB Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-232
Closed -$54.3K – 1228
2024
Q4 		$54.3K Buy
232
+182
+364% +$51.4K 0.01% 555
2024
Q3 		$13.5K Hold
50
– – ﹤0.01% 994
2024
Q2 		$12.5K Buy
+50
New +$15.8K ﹤0.01% 947
2023
Q4 		$49.1K Buy
+120
New +$45.5K 0.01% 501
2023
Q3 		– Sell
-107
Closed -$43.1K – 1413
2023
Q2 		$43.1K Buy
+107
New +$31.2K 0.01% 430

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's MDB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of MongoDB (MDB) in Q1 2025, closing a stake of 232 shares — an estimated $54.3K sold.

Coppell Advisory Solutions first reported a position in MDB in Q2 2023 and held it in 5 quarters. The position peaked at $54.3K in Q4 2024. 663 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 232 MongoDB shares in Q1 2025, an estimated $54.3K.
  • Coppell Advisory Solutions first reported a position in MongoDB in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's MongoDB position peaked at $54.3K in Q4 2024.
  • 663 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.