Minot Wealth Management’s MongoDB MDB Stock Holding History

Minot Wealth Management’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	-383	Closed	-$203K	–	218
2021 Q4	$203K	Buy	+383	New	+$196K	0.04%	192

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

Minot Wealth Management's MDB Position: Q1 2022 in Review

Minot Wealth Management sold out of MongoDB (MDB) in Q1 2022, closing a stake of 383 shares — an estimated $203K sold.

Minot Wealth Management first reported a position in MDB in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 571 funds tracked by Wall St. Rank hold MDB as of Q1 2022.

Minot Wealth Management reported no remaining MongoDB position as of Q1 2022 after selling out during the quarter.
Minot Wealth Management sold 383 MongoDB shares in Q1 2022, an estimated $203K.
Minot Wealth Management first reported a position in MongoDB in Q4 2021 and held it in 1 quarter.
Minot Wealth Management's MongoDB position peaked at $203K in Q4 2021.
571 funds tracked by Wall St. Rank held MongoDB as of Q1 2022.

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