Koshinski Asset Management
MDB icon

Koshinski Asset Management’s MongoDB MDB Stock Holding History

Koshinski Asset 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
2022
Q2 		– Sell
-16
Closed -$7.1K – 1426
2022
Q1 		$7.1K Hold
16
– – ﹤0.01% 1703
2021
Q4 		$8.47K Hold
16
– – ﹤0.01% 1676
2021
Q3 		$7.54K Buy
+16
New +$6.45K ﹤0.01% 1735
2020
Q3 		– Sell
-1,190
Closed -$269K – 538
2020
Q2 		$269K Buy
+1,190
New +$220K 0.04% 410

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Koshinski Asset Management's MDB Position: Q2 2022 in Review

Koshinski Asset Management sold out of MongoDB (MDB) in Q2 2022, closing a stake of 16 shares — an estimated $7.1K sold.

Koshinski Asset Management first reported a position in MDB in Q2 2020 and held it in 4 quarters. The position peaked at $269K in Q2 2020. 538 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

  • Koshinski Asset Management reported no remaining MongoDB position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 16 MongoDB shares in Q2 2022, an estimated $7.1K.
  • Koshinski Asset Management first reported a position in MongoDB in Q2 2020 and held it in 4 quarters.
  • Koshinski Asset Management's MongoDB position peaked at $269K in Q2 2020.
  • 538 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.