Kowal Investment Group’s MongoDB MDB Stock Holding History

Kowal Investment Group’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
2021 Q4	–	Sell	-33	Closed	-$16K	–	599
2021 Q3	$16K	Buy	+33	New	+$13.3K	0.01%	424

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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kowal Investment Group's MDB Position: Q4 2021 in Review

Kowal Investment Group sold out of MongoDB (MDB) in Q4 2021, closing a stake of 33 shares — an estimated $16K sold.

Kowal Investment Group first reported a position in MDB in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 559 funds tracked by Wall St. Rank hold MDB as of Q4 2021.

Kowal Investment Group reported no remaining MongoDB position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 33 MongoDB shares in Q4 2021, an estimated $16K.
Kowal Investment Group first reported a position in MongoDB in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's MongoDB position peaked at $16K in Q3 2021.
559 funds tracked by Wall St. Rank held MongoDB as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.