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Focused Wealth Management’s MongoDB MDB Stock Holding History

Focused Wealth 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
2023
Q4 		– Sell
-250
Closed -$94.8K – 1067
2023
Q3 		$86.5K Hold
250
– – 0.02% 218
2023
Q2 		$103K Buy
+250
New +$72.9K 0.02% 199
2023
Q1 		– Sell
-2
Closed -$394 – 1109
2022
Q4 		$394 Buy
+2
New +$356 ﹤0.01% 971
2019
Q4 		– Sell
-325
Closed -$39K – 751
2019
Q3 		$39K Buy
325
+275
+550% +$39.7K 0.01% 325
2019
Q2 		$8K Buy
+50
New +$7.26K ﹤0.01% 543

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 $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Focused Wealth Management's MDB Position: Q4 2023 in Review

Focused Wealth Management sold out of MongoDB (MDB) in Q4 2023, closing a stake of 250 shares — an estimated $94.8K sold.

Focused Wealth Management first reported a position in MDB in Q2 2019 and held it in 5 quarters. The position peaked at $103K in Q2 2023. 747 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

  • Focused Wealth Management reported no remaining MongoDB position as of Q4 2023 after selling out during the quarter.
  • Focused Wealth Management sold 250 MongoDB shares in Q4 2023, an estimated $94.8K.
  • Focused Wealth Management first reported a position in MongoDB in Q2 2019 and held it in 5 quarters.
  • Focused Wealth Management's MongoDB position peaked at $103K in Q2 2023.
  • 747 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.