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Navis Wealth Advisors’s MongoDB MDB Stock Holding History

Navis 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
2021
Q2 		– Sell
-800
Closed -$214K – 114
2021
Q1 		$214K Buy
800
+700
+700% +$248K 0.17% 102
2020
Q4 		$36K Buy
+100
New +$27.9K 0.03% 146

Other funds holding MDB

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Navis Wealth Advisors's MDB Position: Q2 2021 in Review

Navis Wealth Advisors sold out of MongoDB (MDB) in Q2 2021, closing a stake of 800 shares — an estimated $214K sold.

Navis Wealth Advisors first reported a position in MDB in Q4 2020 and held it in 2 quarters. The position peaked at $214K in Q1 2021. 462 funds tracked by Wall St. Rank hold MDB as of Q2 2021.

  • Navis Wealth Advisors reported no remaining MongoDB position as of Q2 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 800 MongoDB shares in Q2 2021, an estimated $214K.
  • Navis Wealth Advisors first reported a position in MongoDB in Q4 2020 and held it in 2 quarters.
  • Navis Wealth Advisors's MongoDB position peaked at $214K in Q1 2021.
  • 462 funds tracked by Wall St. Rank held MongoDB as of Q2 2021.

Based on Navis Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.