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Financial Freedom LLC’s MongoDB MDB Stock Holding History

Financial Freedom LLC’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
Q4 		– Sell
-53
Closed -$18.3K – 370
2023
Q3 		$18.3K Hold
53
– – 0.01% 230
2023
Q2 		$21.8K Hold
53
– – 0.02% 206
2023
Q1 		$12.4K Hold
53
– – 0.01% 245
2022
Q4 		$10.4K Buy
+53
New +$9.43K 0.01% 260

Other funds holding MDB

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Financial Freedom LLC's MDB Position: Q4 2023 in Review

Financial Freedom LLC sold out of MongoDB (MDB) in Q4 2023, closing a stake of 53 shares — an estimated $18.3K sold.

Financial Freedom LLC first reported a position in MDB in Q4 2022 and held it in 4 quarters. The position peaked at $21.8K in Q2 2023. 746 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

  • Financial Freedom LLC reported no remaining MongoDB position as of Q4 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 53 MongoDB shares in Q4 2023, an estimated $18.3K.
  • Financial Freedom LLC first reported a position in MongoDB in Q4 2022 and held it in 4 quarters.
  • Financial Freedom LLC's MongoDB position peaked at $21.8K in Q2 2023.
  • 746 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Financial Freedom LLC's 13F filing for Q4 2023, filed 24 Jan 2024.