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Personal Capital Advisors’s MongoDB MDB Stock Holding History

Personal Capital 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
2022
Q4 		$6.29M Sell
31,979
-13
-0% -$2.31K 0.03% 188
2022
Q3 		$6.35M Sell
31,992
-24
-0.1% -$7K 0.03% 183
2022
Q2 		$8.31M Buy
32,016
+49
+0.2% +$15.3K 0.04% 178
2022
Q1 		$14.2M Sell
31,967
-5
-0% -$1.96K 0.07% 141
2021
Q4 		$16.9M Buy
31,972
+12
+0% +$6.14K 0.08% 133
2021
Q3 		$15.1M Sell
31,960
-408
-1% -$164K 0.08% 130
2021
Q2 		$11.7M Sell
32,368
-227
-0.7% -$70.2K 0.06% 151
2021
Q1 		$8.72M Sell
32,595
-169
-0.5% -$59.9K 0.05% 172
2020
Q4 		$11.8M Sell
32,764
-14
-0% -$3.91K 0.08% 135
2020
Q3 		$7.59M Sell
32,778
-50
-0.2% -$10.8K 0.06% 143
2020
Q2 		$7.43M Buy
32,828
+68
+0.2% +$12.6K 0.06% 137
2020
Q1 		$4.47M Sell
32,760
-4,600
-12% -$679K 0.04% 163
2019
Q4 		$4.92M Buy
37,360
+80
+0.2% +$10.5K 0.04% 162
2019
Q3 		$4.49M Buy
+37,280
New +$5.38M 0.04% 150

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Personal Capital Advisors's MDB Position: Q4 2022 in Review

Personal Capital Advisors reduced its MongoDB (MDB) stake by 0.04% in Q4 2022, selling an estimated $2.31K and leaving 31,979 shares worth $6.29M. The position accounts for 0.03% of the portfolio, ranked #188.

Personal Capital Advisors first reported a position in MDB in Q3 2019 and has held it in 14 quarters since. The position peaked at $16.9M in Q4 2021. 520 funds tracked by Wall St. Rank hold MDB as of Q4 2022.

  • Personal Capital Advisors held 31,979 shares of MongoDB worth $6.29M as of Q4 2022.
  • Personal Capital Advisors sold 13 MongoDB shares in Q4 2022, an estimated $2.31K.
  • MongoDB made up 0.03% of Personal Capital Advisors's portfolio in Q4 2022, its #188 holding.
  • Personal Capital Advisors first reported a position in MongoDB in Q3 2019 and has held it in 14 quarters since.
  • Personal Capital Advisors's MongoDB position peaked at $16.9M in Q4 2021.
  • 520 funds tracked by Wall St. Rank held MongoDB as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.