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
2019 Q3	–	Sell	-800	Closed	-$3K	–	749
2019 Q2	$3K	Buy	+800	New	+$116K	﹤0.01%	644

Other funds holding MDB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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.