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Global Wealth Strategies & Associates’s monday.com MNDY Stock Holding History

Global Wealth Strategies & Associates’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$4.71K – 493
2024
Q4 		$4.71K Hold
20
– – ﹤0.01% 269
2024
Q3 		$5.55K Buy
+20
New +$4.95K ﹤0.01% 235

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SL
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T. Rowe Price Associates
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Global Wealth Strategies & Associates's MNDY Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of monday.com (MNDY) in Q1 2025, closing a stake of 20 shares — an estimated $4.71K sold.

Global Wealth Strategies & Associates first reported a position in MNDY in Q3 2024 and held it in 2 quarters. The position peaked at $5.55K in Q3 2024. 432 funds tracked by Wall St. Rank hold MNDY as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining monday.com position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 20 monday.com shares in Q1 2025, an estimated $4.71K.
  • Global Wealth Strategies & Associates first reported a position in monday.com in Q3 2024 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's monday.com position peaked at $5.55K in Q3 2024.
  • 432 funds tracked by Wall St. Rank held monday.com as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.