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Jamison Private Wealth Management’s MongoDB MDB Stock Holding History

Jamison Private 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
2024
Q4 		– Sell
-150
Closed -$40.6K – 359
2024
Q3 		$40.6K Sell
150
-17
-10% -$4.42K 0.01% 262
2024
Q2 		$41.7K Hold
167
– – 0.01% 253
2024
Q1 		$59.9K Sell
167
-12
-7% -$4.9K 0.01% 245
2023
Q4 		$73.2K Hold
179
– – 0.01% 219
2023
Q3 		$61.9K Buy
+179
New +$68K 0.01% 219

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jamison Private Wealth Management's MDB Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of MongoDB (MDB) in Q4 2024, closing a stake of 150 shares — an estimated $40.6K sold.

Jamison Private Wealth Management first reported a position in MDB in Q3 2023 and held it in 5 quarters. The position peaked at $73.2K in Q4 2023. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 150 MongoDB shares in Q4 2024, an estimated $40.6K.
  • Jamison Private Wealth Management first reported a position in MongoDB in Q3 2023 and held it in 5 quarters.
  • Jamison Private Wealth Management's MongoDB position peaked at $73.2K in Q4 2023.
  • 712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.