NWM
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Nauset Wealth Management’s MongoDB MDB Stock Holding History

Nauset 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 		$89K Buy
+200
New +$78.2K 0.07% 88

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Nauset Wealth Management opened a new position in MongoDB (MDB) in Q1 2022: 200 shares worth $89K. The stake represents 0.07% of the portfolio and ranks #88 among its holdings.

571 funds tracked by Wall St. Rank hold MDB as of Q1 2022.

  • Nauset Wealth Management held 200 shares of MongoDB worth $89K as of Q1 2022.
  • MongoDB was a new Nauset Wealth Management position in Q1 2022.
  • MongoDB made up 0.07% of Nauset Wealth Management's portfolio in Q1 2022, its #88 holding.
  • 571 funds tracked by Wall St. Rank held MongoDB as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.