HHM Wealth Advisors’s MongoDB MDB Stock Holding History

HHM Wealth 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
2022 Q4	–	Sell	-42	Closed	-$8K	–	722
2022 Q3	$8K	Hold	42	–	–	﹤0.01%	468
2022 Q2	$11K	Hold	42	–	–	﹤0.01%	521
2022 Q1	$19K	Buy	42 +8	+24%	+$3.13K	﹤0.01%	442
2021 Q4	$18K	Buy	34 +10	+42%	+$5.12K	﹤0.01%	445
2021 Q3	$11K	Hold	24	–	–	﹤0.01%	486
2021 Q2	$9K	Buy	+24	New	+$7.42K	﹤0.01%	482

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

HHM Wealth Advisors's MDB Position: Q4 2022 in Review

HHM Wealth Advisors sold out of MongoDB (MDB) in Q4 2022, closing a stake of 42 shares — an estimated $8K sold.

HHM Wealth Advisors first reported a position in MDB in Q2 2021 and held it in 6 quarters. The position peaked at $19K in Q1 2022. 521 funds tracked by Wall St. Rank hold MDB as of Q4 2022.

HHM Wealth Advisors reported no remaining MongoDB position as of Q4 2022 after selling out during the quarter.
HHM Wealth Advisors sold 42 MongoDB shares in Q4 2022, an estimated $8K.
HHM Wealth Advisors first reported a position in MongoDB in Q2 2021 and held it in 6 quarters.
HHM Wealth Advisors's MongoDB position peaked at $19K in Q1 2022.
521 funds tracked by Wall St. Rank held MongoDB as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.