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	–	563
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
2018 Q3	–	Sell	-19,262	Closed	-$385K	–	1435
2018 Q2	$385K	Buy	+19,262	New	+$864K	﹤0.01%	1094

Other funds holding MDB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Wellington Management Group

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

T. Rowe Price Associates

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Jennison Associates

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

Franklin Resources

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return