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Financial Synergies Wealth Advisors’s MongoDB MDB Stock Holding History

Financial Synergies 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
2023
Q4 		– Sell
-2
Closed -$692 – 516
2023
Q3 		$692 Hold
2
– – ﹤0.01% 419
2023
Q2 		$822 Buy
+2
New +$583 ﹤0.01% 402

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 Synergies Wealth Advisors's MDB Position: Q4 2023 in Review

Financial Synergies Wealth Advisors sold out of MongoDB (MDB) in Q4 2023, closing a stake of 2 shares — an estimated $692 sold.

Financial Synergies Wealth Advisors first reported a position in MDB in Q2 2023 and held it in 2 quarters. The position peaked at $822 in Q2 2023. 746 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

  • Financial Synergies Wealth Advisors reported no remaining MongoDB position as of Q4 2023 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 MongoDB shares in Q4 2023, an estimated $692.
  • Financial Synergies Wealth Advisors first reported a position in MongoDB in Q2 2023 and held it in 2 quarters.
  • Financial Synergies Wealth Advisors's MongoDB position peaked at $822 in Q2 2023.
  • 746 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Financial Synergies Wealth Advisors's 13F filing for Q4 2023, filed 4 Apr 2024.