GCA
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Gideon Capital Advisors’s MongoDB MDB Stock Holding History

Gideon Capital 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
2019
Q4 		– Sell
-3,492
Closed -$421K – 347
2019
Q3 		$421K Sell
3,492
-1,469
-30% -$212K 0.14% 195
2019
Q2 		$755K Buy
4,961
+955
+24% +$139K 0.26% 144
2019
Q1 		$589K Buy
+4,006
New +$411K 0.21% 133

Other funds holding MDB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Gideon Capital Advisors's MDB Position: Q4 2019 in Review

Gideon Capital Advisors sold out of MongoDB (MDB) in Q4 2019, closing a stake of 3,492 shares — an estimated $421K sold.

Gideon Capital Advisors first reported a position in MDB in Q1 2019 and held it in 3 quarters. The position peaked at $755K in Q2 2019. 291 funds tracked by Wall St. Rank hold MDB as of Q4 2019.

  • Gideon Capital Advisors reported no remaining MongoDB position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 3,492 MongoDB shares in Q4 2019, an estimated $421K.
  • Gideon Capital Advisors first reported a position in MongoDB in Q1 2019 and held it in 3 quarters.
  • Gideon Capital Advisors's MongoDB position peaked at $755K in Q2 2019.
  • 291 funds tracked by Wall St. Rank held MongoDB as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.