Next Financial Group’s MongoDB MDB Stock Holding History

Next Financial Group’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 Q4	$24K	Buy	45 +12	+36%	+$6.14K	﹤0.01%	1813
2021 Q3	$15K	Sell	33 -2,037	-98%	-$820K	﹤0.01%	1903
2021 Q2	$748K	Buy	2,070 +95	+5%	+$29.4K	0.06%	339
2021 Q1	$528K	Buy	1,975 +169	+9%	+$59.9K	0.05%	402
2020 Q4	$648K	Sell	1,806 -319	-15%	-$89.1K	0.06%	301
2020 Q3	$492K	Buy	+2,125	New	+$461K	0.05%	335
2020 Q2	–	Sell	-200	Closed	-$27K	–	1354
2020 Q1	$27K	Buy	+200	New	+$29.5K	﹤0.01%	1169
2019 Q4	–	Sell	-17	Closed	-$2K	–	2468
2019 Q3	$2K	Hold	17	–	–	﹤0.01%	2125
2019 Q2	$3K	Buy	+17	New	+$2.47K	﹤0.01%	2023
2019 Q1	–	Sell	-10	Closed	-$1K	–	1915
2018 Q4	$1K	Buy	+10	New	+$769	﹤0.01%	1855

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Next Financial Group's MDB Position: Q4 2021 in Review

Next Financial Group increased its MongoDB (MDB) stake by 36% in Q4 2021, buying an estimated $6.14K and bringing the position to 45 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Next Financial Group first reported a position in MDB in Q4 2018 and has held it in 10 quarters since. The position peaked at $748K in Q2 2021. 559 funds tracked by Wall St. Rank hold MDB as of Q4 2021.

Next Financial Group held 45 shares of MongoDB worth $24K as of Q4 2021.
Next Financial Group bought 12 MongoDB shares in Q4 2021, an estimated $6.14K.
MongoDB made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1813 holding.
Next Financial Group first reported a position in MongoDB in Q4 2018 and has held it in 10 quarters since.
Next Financial Group's MongoDB position peaked at $748K in Q2 2021.
559 funds tracked by Wall St. Rank held MongoDB as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.