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Jackson Grant Investment Advisers’s MongoDB MDB Stock Holding History

Jackson Grant Investment Advisers’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
Q2 		– Sell
-4
Closed -$932 – 450
2023
Q1 		$932 Buy
+4
New +$839 ﹤0.01% 451

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Jackson Grant Investment Advisers's MDB Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of MongoDB (MDB) in Q2 2023, closing a stake of 4 shares — an estimated $932 sold.

Jackson Grant Investment Advisers first reported a position in MDB in Q1 2023 and held it in 1 quarter. The position peaked at $932 in Q1 2023. 662 funds tracked by Wall St. Rank hold MDB as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining MongoDB position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 4 MongoDB shares in Q2 2023, an estimated $932.
  • Jackson Grant Investment Advisers first reported a position in MongoDB in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's MongoDB position peaked at $932 in Q1 2023.
  • 662 funds tracked by Wall St. Rank held MongoDB as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.