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Cornerstone Wealth Management’s MongoDB MDB Stock Holding History

Cornerstone Wealth Management’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
Q2 		– Sell
-639
Closed -$229K – 562
2024
Q1 		$229K Hold
639
– – 0.02% 492
2023
Q4 		$261K Sell
639
-3
-0.5% -$1.14K 0.02% 441
2023
Q3 		$222K Sell
642
-64
-9% -$24.3K 0.02% 489
2023
Q2 		$290K Buy
+706
New +$206K 0.03% 407
2022
Q2 		– Sell
-684
Closed -$303K – 470
2022
Q1 		$303K Sell
684
-1
-0.1% -$391 0.03% 363
2021
Q4 		$363K Sell
685
-22
-3% -$11.3K 0.03% 349
2021
Q3 		$333K Hold
707
– – 0.04% 339
2021
Q2 		$256K Buy
+707
New +$219K 0.03% 392
2021
Q1 		– Sell
-703
Closed -$252K – 473
2020
Q4 		$252K Buy
+703
New +$196K 0.03% 360

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cornerstone Wealth Management's MDB Position: Q2 2024 in Review

Cornerstone Wealth Management sold out of MongoDB (MDB) in Q2 2024, closing a stake of 639 shares — an estimated $229K sold.

Cornerstone Wealth Management first reported a position in MDB in Q4 2020 and held it in 9 quarters. The position peaked at $363K in Q4 2021. 661 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • Cornerstone Wealth Management reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 639 MongoDB shares in Q2 2024, an estimated $229K.
  • Cornerstone Wealth Management first reported a position in MongoDB in Q4 2020 and held it in 9 quarters.
  • Cornerstone Wealth Management's MongoDB position peaked at $363K in Q4 2021.
  • 661 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Cornerstone Wealth Management's 13F filing for Q2 2024, filed 16 Jul 2024.