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Evolution Wealth Advisors’s MongoDB MDB Stock Holding History

Evolution Wealth Advisors’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
2021
Q4 		– Sell
-356
Closed -$168K – 434
2021
Q3 		$168K Sell
356
-363
-50% -$146K 0.04% 126
2021
Q2 		$260K Buy
+719
New +$222K 0.05% 96
2019
Q2 		– Sell
-639
Closed -$94K – 479
2019
Q1 		$94K Buy
+639
New +$65.6K 0.04% 64

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Evolution Wealth Advisors's MDB Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of MongoDB (MDB) in Q4 2021, closing a stake of 356 shares — an estimated $168K sold.

Evolution Wealth Advisors first reported a position in MDB in Q1 2019 and held it in 3 quarters. The position peaked at $260K in Q2 2021. 559 funds tracked by Wall St. Rank hold MDB as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining MongoDB position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 356 MongoDB shares in Q4 2021, an estimated $168K.
  • Evolution Wealth Advisors first reported a position in MongoDB in Q1 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's MongoDB position peaked at $260K in Q2 2021.
  • 559 funds tracked by Wall St. Rank held MongoDB as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.