Foster Victor Wealth Advisors’s MongoDB MDB Stock Holding History

Foster Victor Wealth 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
2021 Q3	–	Sell	-900	Closed	-$325K	–	144
2021 Q2	$325K	Hold	900	–	–	0.05%	113
2021 Q1	$284K	Hold	900	–	–	0.05%	118
2020 Q4	$323K	Hold	900	–	–	0.07%	108
2020 Q3	$208K	Hold	900	–	–	0.06%	126
2020 Q2	$204K	Buy	+900	New	+$167K	0.07%	118

Other funds holding MDB

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Foster Victor Wealth Advisors's MDB Position: Q3 2021 in Review

Foster Victor Wealth Advisors sold out of MongoDB (MDB) in Q3 2021, closing a stake of 900 shares — an estimated $325K sold.

Foster Victor Wealth Advisors first reported a position in MDB in Q2 2020 and held it in 5 quarters. The position peaked at $325K in Q2 2021. 509 funds tracked by Wall St. Rank hold MDB as of Q3 2021.

Foster Victor Wealth Advisors reported no remaining MongoDB position as of Q3 2021 after selling out during the quarter.
Foster Victor Wealth Advisors sold 900 MongoDB shares in Q3 2021, an estimated $325K.
Foster Victor Wealth Advisors first reported a position in MongoDB in Q2 2020 and held it in 5 quarters.
Foster Victor Wealth Advisors's MongoDB position peaked at $325K in Q2 2021.
509 funds tracked by Wall St. Rank held MongoDB as of Q3 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.