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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s MongoDB MDB Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-110
Closed -$27.5K – 402
2024
Q2 		$27.5K Buy
+110
New +$34.7K 0.02% 243

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MDB Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of MongoDB (MDB) in Q3 2024, closing a stake of 110 shares — an estimated $27.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MDB in Q2 2024 and held it in 1 quarter. The position peaked at $27.5K in Q2 2024. 665 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 110 MongoDB shares in Q3 2024, an estimated $27.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MongoDB in Q2 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MongoDB position peaked at $27.5K in Q2 2024.
  • 665 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.