Glassman Wealth Services’s MongoDB MDB Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-27	Closed	-$11K	–	1136
2023 Q4	$11K	Sell	27 -1	-4%	-$379	﹤0.01%	854
2023 Q3	$9.68K	Hold	28	–	–	﹤0.01%	863
2023 Q2	$11.5K	Buy	28 +7	+33%	+$2.04K	﹤0.01%	770
2023 Q1	$4.9K	Sell	21 -1	-5%	-$210	﹤0.01%	1003
2022 Q4	$4.33K	Sell	22 -15	-41%	-$2.67K	﹤0.01%	1060
2022 Q3	$7K	Buy	37 +10	+37%	+$2.92K	﹤0.01%	906
2022 Q2	$7K	Sell	27 -7	-21%	-$2.19K	﹤0.01%	913
2022 Q1	$15K	Buy	34 +7	+26%	+$2.74K	﹤0.01%	720
2021 Q4	$14K	Buy	27 +6	+29%	+$3.07K	﹤0.01%	705
2021 Q3	$10K	Buy	21 +3	+17%	+$1.21K	﹤0.01%	772
2021 Q2	$7K	Buy	18 +17	+1,700%	+$5.26K	﹤0.01%	839
2021 Q1	$0	Sell	1 -49	-98%	-$17.4K	﹤0.01%	1542
2020 Q4	$18K	Hold	50	–	–	﹤0.01%	558
2020 Q3	$12K	Sell	50 -30	-38%	-$6.5K	﹤0.01%	571
2020 Q2	$18K	Sell	80 -20	-20%	-$3.7K	0.01%	401
2020 Q1	$14K	Buy	+100	New	+$14.8K	0.01%	389

Other funds holding MDB

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

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

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 $1.56T 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return