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 $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Capital World Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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

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

VOYA Investment Management

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