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Ferguson Wellman Capital Management’s MongoDB MDB Stock Holding History

Ferguson Wellman Capital 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
2021
Q3 		– Sell
-2,000
Closed -$723K – 344
2021
Q2 		$723K Buy
+2,000
New +$619K 0.02% 209

Other funds holding MDB

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ferguson Wellman Capital Management's MDB Position: Q3 2021 in Review

Ferguson Wellman Capital Management sold out of MongoDB (MDB) in Q3 2021, closing a stake of 2,000 shares — an estimated $723K sold.

Ferguson Wellman Capital Management first reported a position in MDB in Q2 2021 and held it in 1 quarter. The position peaked at $723K in Q2 2021. 508 funds tracked by Wall St. Rank hold MDB as of Q3 2021.

  • Ferguson Wellman Capital Management reported no remaining MongoDB position as of Q3 2021 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 2,000 MongoDB shares in Q3 2021, an estimated $723K.
  • Ferguson Wellman Capital Management first reported a position in MongoDB in Q2 2021 and held it in 1 quarter.
  • Ferguson Wellman Capital Management's MongoDB position peaked at $723K in Q2 2021.
  • 508 funds tracked by Wall St. Rank held MongoDB as of Q3 2021.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2021, filed 22 Oct 2021.