Engrave Wealth Partners’s MongoDB MDB Stock Holding History

Engrave Wealth Partners’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 Q3	–	Sell	-30	Closed	-$6K	–	276
2020 Q2	$6K	Buy	30 +5	+20%	+$926	0.01%	309
2020 Q1	$3K	Buy	+25	New	+$3.69K	﹤0.01%	326

Other funds holding MDB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Engrave Wealth Partners's MDB Position: Q3 2020 in Review

Engrave Wealth Partners sold out of MongoDB (MDB) in Q3 2020, closing a stake of 30 shares — an estimated $6K sold.

Engrave Wealth Partners first reported a position in MDB in Q1 2020 and held it in 2 quarters. The position peaked at $6K in Q2 2020. 378 funds tracked by Wall St. Rank hold MDB as of Q3 2020.

Engrave Wealth Partners reported no remaining MongoDB position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 30 MongoDB shares in Q3 2020, an estimated $6K.
Engrave Wealth Partners first reported a position in MongoDB in Q1 2020 and held it in 2 quarters.
Engrave Wealth Partners's MongoDB position peaked at $6K in Q2 2020.
378 funds tracked by Wall St. Rank held MongoDB as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.