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Gerber Kawasaki Wealth & Investment Management’s MongoDB MDB Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-2
Closed -$2K – 753
2021
Q3 		$2K Buy
+2
New +$806 ﹤0.01% 907

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's MDB Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of MongoDB (MDB) in Q4 2021, closing a stake of 2 shares — an estimated $2K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in MDB in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 560 funds tracked by Wall St. Rank hold MDB as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining MongoDB position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 2 MongoDB shares in Q4 2021, an estimated $2K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in MongoDB in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's MongoDB position peaked at $2K in Q3 2021.
  • 560 funds tracked by Wall St. Rank held MongoDB as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.