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JFG Wealth Management’s monday.com MNDY Stock Holding History

JFG Wealth Management’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,179
Closed -$409K – 70
2023
Q4 		$409K Buy
+2,179
New +$351K 0.12% 45

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JFG Wealth Management's MNDY Position: Q1 2024 in Review

JFG Wealth Management sold out of monday.com (MNDY) in Q1 2024, closing a stake of 2,179 shares — an estimated $409K sold.

JFG Wealth Management first reported a position in MNDY in Q4 2023 and held it in 1 quarter. The position peaked at $409K in Q4 2023. 397 funds tracked by Wall St. Rank hold MNDY as of Q1 2024.

  • JFG Wealth Management reported no remaining monday.com position as of Q1 2024 after selling out during the quarter.
  • JFG Wealth Management sold 2,179 monday.com shares in Q1 2024, an estimated $409K.
  • JFG Wealth Management first reported a position in monday.com in Q4 2023 and held it in 1 quarter.
  • JFG Wealth Management's monday.com position peaked at $409K in Q4 2023.
  • 397 funds tracked by Wall St. Rank held monday.com as of Q1 2024.

Based on JFG Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.