GWMIA
MDB icon

Global Wealth Management Investment Advisory’s MongoDB MDB Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-130
Closed -$29K – 549
2020
Q2 		$29K Sell
130
-10
-7% -$1.85K 0.01% 244
2020
Q1 		$19K Hold
140
– – 0.01% 264
2019
Q4 		$18K Hold
140
– – 0.01% 277
2019
Q3 		$17K Sell
140
-10
-7% -$1.44K 0.01% 267
2019
Q2 		$23K Sell
150
-23
-13% -$3.34K 0.01% 251
2019
Q1 		$25K Sell
173
-20
-10% -$2.05K 0.01% 280
2018
Q4 		$16K Buy
+193
New +$14.8K 0.01% 323

Other funds holding MDB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 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 $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return