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FinTrust Capital Advisors’s MongoDB MDB Stock Holding History

FinTrust Capital 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
2024
Q3 		$10 Sell
3
-5
-63% -$1.3K ﹤0.01% 1374
2024
Q2 		$21 Buy
8
+5
+167% +$1.58K ﹤0.01% 1370
2024
Q1 		$12 Hold
3
– – ﹤0.01% 1269
2023
Q4 		$14 Hold
3
– – ﹤0.01% 1248
2023
Q3 		$12 Buy
+3
New +$1.14K ﹤0.01% 1226

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FinTrust Capital Advisors's MDB Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its MongoDB (MDB) stake by 63% in Q3 2024, selling an estimated $1.3K and leaving 3 shares worth $10. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

FinTrust Capital Advisors first reported a position in MDB in Q3 2023 and has held it in 5 quarters since. The position peaked at $21 in Q2 2024. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • FinTrust Capital Advisors held 3 shares of MongoDB worth $10 as of Q3 2024.
  • FinTrust Capital Advisors sold 5 MongoDB shares in Q3 2024, an estimated $1.3K.
  • MongoDB made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #1374 holding.
  • FinTrust Capital Advisors first reported a position in MongoDB in Q3 2023 and has held it in 5 quarters since.
  • FinTrust Capital Advisors's MongoDB position peaked at $21 in Q2 2024.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.