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Mayflower Financial Advisors’s MongoDB MDB Stock Holding History

Mayflower Financial 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
2024
Q2 		– Sell
-698
Closed -$250K – 361
2024
Q1 		$250K Sell
698
-18
-3% -$7.35K 0.04% 305
2023
Q4 		$293K Buy
716
+50
+8% +$19K 0.04% 267
2023
Q3 		$230K Sell
666
-7
-1% -$2.66K 0.03% 293
2023
Q2 		$277K Buy
+673
New +$196K 0.04% 284

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mayflower Financial Advisors's MDB Position: Q2 2024 in Review

Mayflower Financial Advisors sold out of MongoDB (MDB) in Q2 2024, closing a stake of 698 shares — an estimated $250K sold.

Mayflower Financial Advisors first reported a position in MDB in Q2 2023 and held it in 4 quarters. The position peaked at $293K in Q4 2023. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • Mayflower Financial Advisors reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
  • Mayflower Financial Advisors sold 698 MongoDB shares in Q2 2024, an estimated $250K.
  • Mayflower Financial Advisors first reported a position in MongoDB in Q2 2023 and held it in 4 quarters.
  • Mayflower Financial Advisors's MongoDB position peaked at $293K in Q4 2023.
  • 659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Mayflower Financial Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.