Janiczek Wealth Management’s MongoDB MDB Stock Holding History

Janiczek 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 Q2	$21.5K	Sell	86 -2	-2%	-$632	﹤0.01%	549
2024 Q1	$31.6K	Buy	88 +2	+2%	+$817	0.01%	482
2023 Q4	$35.2K	Hold	86	–	–	0.01%	450
2023 Q3	$29.7K	Hold	86	–	–	0.01%	456
2023 Q2	$35.3K	Hold	86	–	–	0.01%	364
2023 Q1	$19.2K	Hold	86	–	–	0.01%	466
2022 Q4	$16.4K	Buy	86 +81	+1,620%	+$14.4K	﹤0.01%	485
2022 Q3	$1K	Buy	+5	New	+$1.46K	﹤0.01%	850
2022 Q2	–	Sell	-1	Closed	–	–	1026
2022 Q1	$0	Sell	1 -3	-75%	-$1.17K	﹤0.01%	1035
2021 Q4	$2K	Buy	4 +2	+100%	+$1.02K	﹤0.01%	838
2021 Q3	$1K	Buy	+2	New	+$806	﹤0.01%	911
2021 Q2	–	Sell	-5	Closed	-$1K	–	924
2021 Q1	$1K	Buy	5 +1	+25%	+$354	﹤0.01%	819
2020 Q4	$1K	Buy	+4	New	+$1.12K	﹤0.01%	748

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

Janiczek Wealth Management's MDB Position: Q2 2024 in Review

Janiczek Wealth Management reduced its MongoDB (MDB) stake by 2.3% in Q2 2024, selling an estimated $632 and leaving 86 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #549.

Janiczek Wealth Management first reported a position in MDB in Q4 2020 and has held it in 13 quarters since. The position peaked at $35.3K in Q2 2023. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

Janiczek Wealth Management held 86 shares of MongoDB worth $21.5K as of Q2 2024.
Janiczek Wealth Management sold 2 MongoDB shares in Q2 2024, an estimated $632.
MongoDB made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #549 holding.
Janiczek Wealth Management first reported a position in MongoDB in Q4 2020 and has held it in 13 quarters since.
Janiczek Wealth Management's MongoDB position peaked at $35.3K in Q2 2023.
659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.