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Money Concepts Capital’s MongoDB MDB Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,385
Closed -$273K – 1907
2022
Q4 		$273K Buy
1,385
+1,382
+46,067% +$246K 0.01% 583
2022
Q3 		$1K Sell
3
-3
-50% -$876 ﹤0.01% 1477
2022
Q2 		$2K Sell
6
-1,426
-100% -$446K ﹤0.01% 1324
2022
Q1 		$635K Buy
+1,432
New +$560K 0.04% 386

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Money Concepts Capital's MDB Position: Q1 2023 in Review

Money Concepts Capital sold out of MongoDB (MDB) in Q1 2023, closing a stake of 1,385 shares — an estimated $273K sold.

Money Concepts Capital first reported a position in MDB in Q1 2022 and held it in 4 quarters. The position peaked at $635K in Q1 2022. 527 funds tracked by Wall St. Rank hold MDB as of Q1 2023.

  • Money Concepts Capital reported no remaining MongoDB position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,385 MongoDB shares in Q1 2023, an estimated $273K.
  • Money Concepts Capital first reported a position in MongoDB in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's MongoDB position peaked at $635K in Q1 2022.
  • 527 funds tracked by Wall St. Rank held MongoDB as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.