Financial Architects (New Jersey)’s MongoDB MDB Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$4.11M	Hold	10,000	–	–	0.62%	35
2023 Q1	$2.33M	Hold	10,000	–	–	0.37%	61
2022 Q4	$1.97M	Hold	10,000	–	–	0.33%	73
2022 Q3	$1.99M	Buy	+10,000	New	+$2.92M	0.35%	71
2022 Q2	–	Sell	-10,093	Closed	-$4.48M	–	168
2022 Q1	$4.48M	Hold	10,093	–	–	0.64%	36
2021 Q4	$5.34M	Buy	10,093 +93	+0.9%	+$47.6K	0.72%	31
2021 Q3	$4.71M	Hold	10,000	–	–	0.68%	34
2021 Q2	$3.62M	Hold	10,000	–	–	0.52%	47
2021 Q1	$2.67M	Buy	+10,000	New	+$3.54M	0.42%	53
2020 Q3	–	Sell	-200	Closed	-$45K	–	551
2020 Q2	$45K	Hold	200	–	–	0.01%	436
2020 Q1	$27K	Buy	+200	New	+$29.5K	0.01%	464
2018 Q3	–	Sell	-100	Closed	-$5K	–	1468
2018 Q2	$5K	Buy	+100	New	+$4.49K	﹤0.01%	1109
2018 Q1	–	Sell	-200	Closed	-$6K	–	1513
2017 Q4	$6K	Buy	+200	New	+$5.85K	﹤0.01%	1258

Other funds holding MDB

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Financial Architects (New Jersey)'s MDB Position: Q2 2023 in Review

Financial Architects (New Jersey) held its MongoDB (MDB) position steady in Q2 2023 at 10,000 shares worth $4.11M. The position accounts for 0.62% of the portfolio, ranked #35.

Financial Architects (New Jersey) first reported a position in MDB in Q4 2017 and has held it in 13 quarters since. The position peaked at $5.34M in Q4 2021. 663 funds tracked by Wall St. Rank hold MDB as of Q2 2023.

Financial Architects (New Jersey) held 10,000 shares of MongoDB worth $4.11M as of Q2 2023.
Financial Architects (New Jersey) left its MongoDB share count unchanged in Q2 2023.
MongoDB made up 0.62% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #35 holding.
Financial Architects (New Jersey) first reported a position in MongoDB in Q4 2017 and has held it in 13 quarters since.
Financial Architects (New Jersey)'s MongoDB position peaked at $5.34M in Q4 2021.
663 funds tracked by Wall St. Rank held MongoDB as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.