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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

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

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

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

Global Wealth Management Investment Advisory's MDB Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of MongoDB (MDB) in Q3 2020, closing a stake of 130 shares — an estimated $29K sold.

Global Wealth Management Investment Advisory first reported a position in MDB in Q4 2018 and held it in 7 quarters. The position peaked at $29K in Q2 2020. 378 funds tracked by Wall St. Rank hold MDB as of Q3 2020.

Global Wealth Management Investment Advisory reported no remaining MongoDB position as of Q3 2020 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 130 MongoDB shares in Q3 2020, an estimated $29K.
Global Wealth Management Investment Advisory first reported a position in MongoDB in Q4 2018 and held it in 7 quarters.
Global Wealth Management Investment Advisory's MongoDB position peaked at $29K in Q2 2020.
378 funds tracked by Wall St. Rank held MongoDB as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.