MFA Wealth Advisors’s MongoDB MDB Stock Holding History

MFA 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
2024 Q4	–	Sell	-100	Closed	-$27K	–	259
2024 Q3	$27K	Hold	100	–	–	0.01%	234
2024 Q2	$25K	Buy	+100	New	+$31.6K	0.01%	244

Other funds holding MDB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MFA Wealth Advisors's MDB Position: Q4 2024 in Review

MFA Wealth Advisors sold out of MongoDB (MDB) in Q4 2024, closing a stake of 100 shares — an estimated $27K sold.

MFA Wealth Advisors first reported a position in MDB in Q2 2024 and held it in 2 quarters. The position peaked at $27K in Q3 2024. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

MFA Wealth Advisors reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 100 MongoDB shares in Q4 2024, an estimated $27K.
MFA Wealth Advisors first reported a position in MongoDB in Q2 2024 and held it in 2 quarters.
MFA Wealth Advisors's MongoDB position peaked at $27K in Q3 2024.
712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.