FWM
MDB icon

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 – 1074
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 – 1124
2022
Q4 		$394 Buy
+2
New +$356 ﹤0.01% 971
2019
Q4 		– Sell
-325
Closed -$39K – 757
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 $5.7T 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
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 $1.47T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return