OneAscent Wealth Management’s MongoDB MDB Stock Holding History

OneAscent 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
2023 Q3	–	Sell	-629	Closed	-$259K	–	173
2023 Q2	$259K	Buy	+629	New	+$183K	0.12%	82

Other funds holding MDB

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

OneAscent Wealth Management's MDB Position: Q3 2023 in Review

OneAscent Wealth Management sold out of MongoDB (MDB) in Q3 2023, closing a stake of 629 shares — an estimated $259K sold.

OneAscent Wealth Management first reported a position in MDB in Q2 2023 and held it in 1 quarter. The position peaked at $259K in Q2 2023. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

OneAscent Wealth Management reported no remaining MongoDB position as of Q3 2023 after selling out during the quarter.
OneAscent Wealth Management sold 629 MongoDB shares in Q3 2023, an estimated $259K.
OneAscent Wealth Management first reported a position in MongoDB in Q2 2023 and held it in 1 quarter.
OneAscent Wealth Management's MongoDB position peaked at $259K in Q2 2023.
666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on OneAscent Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.