Kesler Norman & Wride’s MongoDB MDB Stock Holding History

Kesler Norman & Wride’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
2022 Q1	–	Sell	-404	Closed	-$214K	–	147
2021 Q4	$214K	Buy	+404	New	+$207K	0.05%	142

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Kesler Norman & Wride's MDB Position: Q1 2022 in Review

Kesler Norman & Wride sold out of MongoDB (MDB) in Q1 2022, closing a stake of 404 shares — an estimated $214K sold.

Kesler Norman & Wride first reported a position in MDB in Q4 2021 and held it in 1 quarter. The position peaked at $214K in Q4 2021. 570 funds tracked by Wall St. Rank hold MDB as of Q1 2022.

Kesler Norman & Wride reported no remaining MongoDB position as of Q1 2022 after selling out during the quarter.
Kesler Norman & Wride sold 404 MongoDB shares in Q1 2022, an estimated $214K.
Kesler Norman & Wride first reported a position in MongoDB in Q4 2021 and held it in 1 quarter.
Kesler Norman & Wride's MongoDB position peaked at $214K in Q4 2021.
570 funds tracked by Wall St. Rank held MongoDB as of Q1 2022.

Based on Kesler Norman & Wride's 13F filing for Q1 2022, filed 14 Apr 2022.