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Institutional & Family Asset Management’s MongoDB MDB Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$16.5K Sell
66
-1
-1% -$316 ﹤0.01% 363
2024
Q1 		$24K Buy
67
+33
+97% +$13.5K ﹤0.01% 310
2023
Q4 		$13.9K Buy
34
+32
+1,600% +$12.1K ﹤0.01% 354
2023
Q3 		$692 Hold
2
– – ﹤0.01% 644
2023
Q2 		$822 Hold
2
– – ﹤0.01% 647
2023
Q1 		$466 Hold
2
– – ﹤0.01% 677
2022
Q4 		$394 Hold
2
– – ﹤0.01% 679
2022
Q3 		$0 Hold
2
– – ﹤0.01% 743
2022
Q2 		$1K Hold
2
– – ﹤0.01% 668
2022
Q1 		$1K Hold
2
– – ﹤0.01% 703
2021
Q4 		$1K Hold
2
– – ﹤0.01% 731
2021
Q3 		$1K Hold
2
– – ﹤0.01% 848
2021
Q2 		$1K Hold
2
– – ﹤0.01% 897
2021
Q1 		$1K Buy
+2
New +$709 ﹤0.01% 875

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's MDB Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its MongoDB (MDB) stake by 1.5% in Q2 2024, selling an estimated $316 and leaving 66 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Institutional & Family Asset Management first reported a position in MDB in Q1 2021 and has held it in 14 quarters since. The position peaked at $24K in Q1 2024. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • Institutional & Family Asset Management held 66 shares of MongoDB worth $16.5K as of Q2 2024.
  • Institutional & Family Asset Management sold 1 MongoDB share in Q2 2024, an estimated $316.
  • MongoDB made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #363 holding.
  • Institutional & Family Asset Management first reported a position in MongoDB in Q1 2021 and has held it in 14 quarters since.
  • Institutional & Family Asset Management's MongoDB position peaked at $24K in Q1 2024.
  • 659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.