Insight Folios’s MongoDB MDB Stock Holding History

Insight Folios’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 Q2	–	Sell	-570	Closed	-$253K	–	119
2022 Q1	$253K	Sell	570 -8	-1%	-$3.13K	0.11%	114
2021 Q4	$306K	Buy	+578	New	+$296K	0.14%	104

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Insight Folios's MDB Position: Q2 2022 in Review

Insight Folios sold out of MongoDB (MDB) in Q2 2022, closing a stake of 570 shares — an estimated $253K sold.

Insight Folios first reported a position in MDB in Q4 2021 and held it in 2 quarters. The position peaked at $306K in Q4 2021. 537 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

Insight Folios reported no remaining MongoDB position as of Q2 2022 after selling out during the quarter.
Insight Folios sold 570 MongoDB shares in Q2 2022, an estimated $253K.
Insight Folios first reported a position in MongoDB in Q4 2021 and held it in 2 quarters.
Insight Folios's MongoDB position peaked at $306K in Q4 2021.
537 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on Insight Folios's 13F filing for Q2 2022, filed 12 Jul 2022.