Paragon Wealth Strategies’s MongoDB MDB Stock Holding History

Paragon Wealth Strategies’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 Q1	–	Sell	-12	Closed	-$2.36K	–	153
2022 Q4	$2.36K	Buy	+12	New	+$2.14K	﹤0.01%	187

Other funds holding MDB

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

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Paragon Wealth Strategies's MDB Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of MongoDB (MDB) in Q1 2023, closing a stake of 12 shares — an estimated $2.36K sold.

Paragon Wealth Strategies first reported a position in MDB in Q4 2022 and held it in 1 quarter. The position peaked at $2.36K in Q4 2022. 527 funds tracked by Wall St. Rank hold MDB as of Q1 2023.

Paragon Wealth Strategies reported no remaining MongoDB position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 12 MongoDB shares in Q1 2023, an estimated $2.36K.
Paragon Wealth Strategies first reported a position in MongoDB in Q4 2022 and held it in 1 quarter.
Paragon Wealth Strategies's MongoDB position peaked at $2.36K in Q4 2022.
527 funds tracked by Wall St. Rank held MongoDB as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.