Heck Capital Advisors’s MongoDB MDB Stock Holding History

Heck Capital Advisors’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
2025 Q1	–	Sell	-72	Closed	-$16.8K	–	566
2024 Q4	$16.8K	Buy	+72	New	+$20.3K	﹤0.01%	498

Other funds holding MDB

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heck Capital Advisors's MDB Position: Q1 2025 in Review

Heck Capital Advisors sold out of MongoDB (MDB) in Q1 2025, closing a stake of 72 shares — an estimated $16.8K sold.

Heck Capital Advisors first reported a position in MDB in Q4 2024 and held it in 1 quarter. The position peaked at $16.8K in Q4 2024. 664 funds tracked by Wall St. Rank hold MDB as of Q1 2025.

Heck Capital Advisors reported no remaining MongoDB position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 72 MongoDB shares in Q1 2025, an estimated $16.8K.
Heck Capital Advisors first reported a position in MongoDB in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's MongoDB position peaked at $16.8K in Q4 2024.
664 funds tracked by Wall St. Rank held MongoDB as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.