Econ Financial Services’s MongoDB MDB Stock Holding History

Econ Financial 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 Q2	–	Sell	-13	Closed	-$6K	–	120
2022 Q1	$6K	Hold	13	–	–	﹤0.01%	106
2021 Q4	$7K	Buy	+13	New	+$6.66K	0.01%	134

Other funds holding MDB

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Econ Financial Services's MDB Position: Q2 2022 in Review

Econ Financial Services sold out of MongoDB (MDB) in Q2 2022, closing a stake of 13 shares — an estimated $6K sold.

Econ Financial Services first reported a position in MDB in Q4 2021 and held it in 2 quarters. The position peaked at $7K in Q4 2021. 537 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

Econ Financial Services reported no remaining MongoDB position as of Q2 2022 after selling out during the quarter.
Econ Financial Services sold 13 MongoDB shares in Q2 2022, an estimated $6K.
Econ Financial Services first reported a position in MongoDB in Q4 2021 and held it in 2 quarters.
Econ Financial Services's MongoDB position peaked at $7K in Q4 2021.
537 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on Econ Financial Services's 13F filing for Q2 2022, filed 19 Jul 2022.