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Lumature Wealth Partners’s MongoDB MDB Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$55.1K Hold
134
– – 0.03% 219
2023
Q1 		$31.2K Hold
134
– – 0.02% 245
2022
Q4 		$26.4K Hold
134
– – 0.01% 253
2022
Q3 		$27K Hold
134
– – 0.01% 261
2022
Q2 		$35K Hold
134
– – 0.02% 256
2022
Q1 		$59K Hold
134
– – 0.02% 245
2021
Q4 		$71K Hold
134
– – 0.03% 208
2021
Q3 		$63K Buy
+134
New +$54K 0.03% 220

Other funds holding MDB

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lumature Wealth Partners's MDB Position: Q2 2023 in Review

Lumature Wealth Partners held its MongoDB (MDB) position steady in Q2 2023 at 134 shares worth $55.1K. The position accounts for 0.03% of the portfolio, ranked #219.

Lumature Wealth Partners first reported a position in MDB in Q3 2021 and has held it in 8 quarters since. The position peaked at $71K in Q4 2021. 663 funds tracked by Wall St. Rank hold MDB as of Q2 2023.

  • Lumature Wealth Partners held 134 shares of MongoDB worth $55.1K as of Q2 2023.
  • Lumature Wealth Partners left its MongoDB share count unchanged in Q2 2023.
  • MongoDB made up 0.03% of Lumature Wealth Partners's portfolio in Q2 2023, its #219 holding.
  • Lumature Wealth Partners first reported a position in MongoDB in Q3 2021 and has held it in 8 quarters since.
  • Lumature Wealth Partners's MongoDB position peaked at $71K in Q4 2021.
  • 663 funds tracked by Wall St. Rank held MongoDB as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.