Impact Partnership Wealth’s MongoDB MDB Stock Holding History

Impact Partnership Wealth’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
2023 Q4	–	Sell	-4	Closed	-$1.38K	–	995
2023 Q3	$1.38K	Hold	4	–	–	﹤0.01%	869
2023 Q2	$1.64K	Buy	+4	New	+$1.17K	﹤0.01%	719

Other funds holding MDB

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Impact Partnership Wealth's MDB Position: Q4 2023 in Review

Impact Partnership Wealth sold out of MongoDB (MDB) in Q4 2023, closing a stake of 4 shares — an estimated $1.38K sold.

Impact Partnership Wealth first reported a position in MDB in Q2 2023 and held it in 2 quarters. The position peaked at $1.64K in Q2 2023. 746 funds tracked by Wall St. Rank hold MDB as of Q4 2023.

Impact Partnership Wealth reported no remaining MongoDB position as of Q4 2023 after selling out during the quarter.
Impact Partnership Wealth sold 4 MongoDB shares in Q4 2023, an estimated $1.38K.
Impact Partnership Wealth first reported a position in MongoDB in Q2 2023 and held it in 2 quarters.
Impact Partnership Wealth's MongoDB position peaked at $1.64K in Q2 2023.
746 funds tracked by Wall St. Rank held MongoDB as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.