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Patriot Financial Group Insurance Agency’s MongoDB MDB Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-2
Closed -$1K – 1311
2022
Q2 		$1K Hold
2
– – ﹤0.01% 1916
2022
Q1 		$1K Buy
+2
New +$782 ﹤0.01% 1954

Other funds holding MDB

T. Rowe Price Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MDB Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of MongoDB (MDB) in Q3 2022, closing a stake of 2 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in MDB in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 508 funds tracked by Wall St. Rank hold MDB as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining MongoDB position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 MongoDB shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in MongoDB in Q1 2022 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's MongoDB position peaked at $1K in Q2 2022.
  • 508 funds tracked by Wall St. Rank held MongoDB as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.