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CSat Investment Advisory’s MongoDB MDB Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-696
Closed -$161K – 775
2020
Q3 		$161K Buy
696
+85
+14% +$18.4K 0.01% 320
2020
Q2 		$138K Sell
611
-27
-4% -$5K 0.02% 377
2020
Q1 		$87K Buy
638
+31
+5% +$4.58K 0.02% 376
2019
Q4 		$80K Buy
607
+15
+3% +$1.97K 0.02% 423
2019
Q3 		$71K Buy
592
+138
+30% +$19.9K 0.02% 389
2019
Q2 		$69K Buy
+454
New +$65.9K 0.02% 371

Other funds holding MDB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CSat Investment Advisory's MDB Position: Q4 2020 in Review

CSat Investment Advisory sold out of MongoDB (MDB) in Q4 2020, closing a stake of 696 shares — an estimated $161K sold.

CSat Investment Advisory first reported a position in MDB in Q2 2019 and held it in 6 quarters. The position peaked at $161K in Q3 2020. 440 funds tracked by Wall St. Rank hold MDB as of Q4 2020.

  • CSat Investment Advisory reported no remaining MongoDB position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 696 MongoDB shares in Q4 2020, an estimated $161K.
  • CSat Investment Advisory first reported a position in MongoDB in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's MongoDB position peaked at $161K in Q3 2020.
  • 440 funds tracked by Wall St. Rank held MongoDB as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.