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Independent Solutions Wealth Management’s MongoDB MDB Stock Holding History

Independent Solutions Wealth Management’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
2021
Q1 		– Sell
-560
Closed -$201K – 193
2020
Q4 		$201K Buy
+560
New +$156K 0.06% 177

Other funds holding MDB

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Independent Solutions Wealth Management's MDB Position: Q1 2021 in Review

Independent Solutions Wealth Management sold out of MongoDB (MDB) in Q1 2021, closing a stake of 560 shares — an estimated $201K sold.

Independent Solutions Wealth Management first reported a position in MDB in Q4 2020 and held it in 1 quarter. The position peaked at $201K in Q4 2020. 468 funds tracked by Wall St. Rank hold MDB as of Q1 2021.

  • Independent Solutions Wealth Management reported no remaining MongoDB position as of Q1 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 560 MongoDB shares in Q1 2021, an estimated $201K.
  • Independent Solutions Wealth Management first reported a position in MongoDB in Q4 2020 and held it in 1 quarter.
  • Independent Solutions Wealth Management's MongoDB position peaked at $201K in Q4 2020.
  • 468 funds tracked by Wall St. Rank held MongoDB as of Q1 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2021, filed 19 Dec 2024.