Lenox Wealth Advisors’s MongoDB MDB Stock Holding History

Lenox Wealth Advisors’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	-1	Closed	-$1K	–	906
2021 Q4	$1K	Buy	+1	New	+$512	﹤0.01%	873

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Lenox Wealth Advisors's MDB Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of MongoDB (MDB) in Q1 2022, closing a stake of 1 share — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in MDB in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 571 funds tracked by Wall St. Rank hold MDB as of Q1 2022.

Lenox Wealth Advisors reported no remaining MongoDB position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 1 MongoDB share in Q1 2022, an estimated $1K.
Lenox Wealth Advisors first reported a position in MongoDB in Q4 2021 and held it in 1 quarter.
Lenox Wealth Advisors's MongoDB position peaked at $1K in Q4 2021.
571 funds tracked by Wall St. Rank held MongoDB as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.