HBK Sorce Advisory’s monday.com MNDY Stock Holding History

HBK Sorce Advisory’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
2023 Q1	–	Sell	-20,000	Closed	-$21K	–	755
2022 Q4	$21K	Buy	+20,000	New	+$2.08M	﹤0.01%	782

Other funds holding MNDY

IHG

Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return

Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

HLA

Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

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

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

HBK Sorce Advisory's MNDY Position: Q1 2023 in Review

HBK Sorce Advisory sold out of monday.com (MNDY) in Q1 2023, closing a stake of 20,000 shares — an estimated $21K sold.

HBK Sorce Advisory first reported a position in MNDY in Q4 2022 and held it in 1 quarter. The position peaked at $21K in Q4 2022. 209 funds tracked by Wall St. Rank hold MNDY as of Q1 2023.

HBK Sorce Advisory reported no remaining monday.com position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 20,000 monday.com shares in Q1 2023, an estimated $21K.
HBK Sorce Advisory first reported a position in monday.com in Q4 2022 and held it in 1 quarter.
HBK Sorce Advisory's monday.com position peaked at $21K in Q4 2022.
209 funds tracked by Wall St. Rank held monday.com as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.