Mutual Advisors’s MongoDB MDB Stock Holding History

Mutual 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
2022 Q2	–	Sell	-756	Closed	-$335K	–	900
2022 Q1	$335K	Sell	756 -5	-0.7%	-$1.96K	0.02%	678
2021 Q4	$403K	Hold	761	–	–	0.02%	642
2021 Q3	$359K	Sell	761 -434	-36%	-$175K	0.02%	659
2021 Q2	$432K	Sell	1,195 -402	-25%	-$124K	0.03%	580
2021 Q1	$427K	Buy	1,597 +187	+13%	+$66.2K	0.03%	531
2020 Q4	$506K	Buy	1,410 +82	+6%	+$22.9K	0.04%	462
2020 Q3	$307K	Sell	1,328 -3	-0.2%	-$650	0.03%	538
2020 Q2	$301K	Buy	+1,331	New	+$247K	0.03%	506

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mutual Advisors's MDB Position: Q2 2022 in Review

Mutual Advisors sold out of MongoDB (MDB) in Q2 2022, closing a stake of 756 shares — an estimated $335K sold.

Mutual Advisors first reported a position in MDB in Q2 2020 and held it in 8 quarters. The position peaked at $506K in Q4 2020. 538 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

Mutual Advisors reported no remaining MongoDB position as of Q2 2022 after selling out during the quarter.
Mutual Advisors sold 756 MongoDB shares in Q2 2022, an estimated $335K.
Mutual Advisors first reported a position in MongoDB in Q2 2020 and held it in 8 quarters.
Mutual Advisors's MongoDB position peaked at $506K in Q4 2020.
538 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on Mutual Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.