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Planning Capital Management Corporation’s MongoDB MDB Stock Holding History

Planning Capital Management Corporation’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
2024
Q3 		$51.9K Buy
192
+182
+1,820% +$47.3K 0.03% 176
2024
Q2 		$2.5K Buy
+10
New +$3.16K ﹤0.01% 520

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Planning Capital Management Corporation's MDB Position: Q3 2024 in Review

Planning Capital Management Corporation increased its MongoDB (MDB) stake by 1,820% in Q3 2024, buying an estimated $47.3K and bringing the position to 192 shares worth $51.9K. The position accounts for 0.03% of the portfolio, ranked #176.

Planning Capital Management Corporation first reported a position in MDB in Q2 2024 and has held it in 2 quarters since. 665 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Planning Capital Management Corporation held 192 shares of MongoDB worth $51.9K as of Q3 2024.
  • Planning Capital Management Corporation bought 182 MongoDB shares in Q3 2024, an estimated $47.3K.
  • MongoDB made up 0.03% of Planning Capital Management Corporation's portfolio in Q3 2024, its #176 holding.
  • Planning Capital Management Corporation first reported a position in MongoDB in Q2 2024 and has held it in 2 quarters since.
  • 665 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.