Paces Ferry Wealth Advisors’s MongoDB MDB Stock Holding History

Paces Ferry 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
2020 Q4	–	Sell	-4	Closed	-$1K	–	709
2020 Q3	$1K	Buy	+4	New	+$867	﹤0.01%	881

Other funds holding MDB

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Paces Ferry Wealth Advisors's MDB Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of MongoDB (MDB) in Q4 2020, closing a stake of 4 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in MDB in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 440 funds tracked by Wall St. Rank hold MDB as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining MongoDB position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 4 MongoDB shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in MongoDB in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's MongoDB position peaked at $1K in Q3 2020.
440 funds tracked by Wall St. Rank held MongoDB as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.