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Plante Moran Financial Advisors’s monday.com MNDY Stock Holding History

Plante Moran Financial Advisors’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9
Closed -$1.69K – 901
2023
Q4 		$1.69K Buy
+9
New +$1.45K ﹤0.01% 739

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BlackRock
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Renaissance Technologies
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Plante Moran Financial Advisors's MNDY Position: Q1 2024 in Review

Plante Moran Financial Advisors sold out of monday.com (MNDY) in Q1 2024, closing a stake of 9 shares — an estimated $1.69K sold.

Plante Moran Financial Advisors first reported a position in MNDY in Q4 2023 and held it in 1 quarter. The position peaked at $1.69K in Q4 2023. 397 funds tracked by Wall St. Rank hold MNDY as of Q1 2024.

  • Plante Moran Financial Advisors reported no remaining monday.com position as of Q1 2024 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 9 monday.com shares in Q1 2024, an estimated $1.69K.
  • Plante Moran Financial Advisors first reported a position in monday.com in Q4 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's monday.com position peaked at $1.69K in Q4 2023.
  • 397 funds tracked by Wall St. Rank held monday.com as of Q1 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.