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Financial Gravity Asset Management’s MongoDB MDB Stock Holding History

Financial Gravity Asset 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
2024
Q2 		– Sell
-22
Closed -$7.68K – 2033
2024
Q1 		$7.68K Buy
22
+14
+175% +$5.72K ﹤0.01% 774
2023
Q4 		$2.66K Buy
8
+4
+100% +$1.52K ﹤0.01% 947
2023
Q3 		$1.15K Sell
4
-407
-99% -$155K ﹤0.01% 749
2023
Q2 		$1.61K Buy
+411
New +$120K ﹤0.01% 690
2023
Q1 		– Sell
-197
Closed -$80 – 1440
2022
Q4 		$80 Sell
197
-1,196
-86% -$213K ﹤0.01% 1152
2022
Q3 		$195 Buy
+1,393
New +$407K 0.01% 555

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Gravity Asset Management's MDB Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of MongoDB (MDB) in Q2 2024, closing a stake of 22 shares — an estimated $7.68K sold.

Financial Gravity Asset Management first reported a position in MDB in Q3 2022 and held it in 6 quarters. The position peaked at $7.68K in Q1 2024. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 22 MongoDB shares in Q2 2024, an estimated $7.68K.
  • Financial Gravity Asset Management first reported a position in MongoDB in Q3 2022 and held it in 6 quarters.
  • Financial Gravity Asset Management's MongoDB position peaked at $7.68K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.