Insigneo Advisory Services’s MongoDB MDB Stock Holding History

Insigneo Advisory Services’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
2024 Q2	–	Sell	-1,061	Closed	-$381K	–	626
2024 Q1	$381K	Buy	1,061 +67	+7%	+$27.4K	0.05%	322
2023 Q4	$406K	Sell	994 -76	-7%	-$28.8K	0.06%	272
2023 Q3	$370K	Buy	1,070 +30	+3%	+$11.4K	0.08%	242
2023 Q2	$427K	Buy	1,040 +138	+15%	+$40.2K	0.08%	223
2023 Q1	$210K	Buy	+902	New	+$189K	0.07%	259

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

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

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

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

Jennison Associates New York $145B AUM 34.61% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insigneo Advisory Services's MDB Position: Q2 2024 in Review

Insigneo Advisory Services sold out of MongoDB (MDB) in Q2 2024, closing a stake of 1,061 shares — an estimated $381K sold.

Insigneo Advisory Services first reported a position in MDB in Q1 2023 and held it in 5 quarters. The position peaked at $427K in Q2 2023. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

Insigneo Advisory Services reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
Insigneo Advisory Services sold 1,061 MongoDB shares in Q2 2024, an estimated $381K.
Insigneo Advisory Services first reported a position in MongoDB in Q1 2023 and held it in 5 quarters.
Insigneo Advisory Services's MongoDB position peaked at $427K in Q2 2023.
659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Insigneo Advisory Services's 13F filing for Q2 2024, filed 14 Aug 2024.