Prentice Wealth Management’s MongoDB MDB Stock Holding History

Prentice Wealth Management’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	-100	Closed	-$26K	–	136
2022 Q2	$26K	Buy	+100	New	+$31.3K	0.03%	82

Other funds holding MDB

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Prentice Wealth Management's MDB Position: Q3 2022 in Review

Prentice Wealth Management sold out of MongoDB (MDB) in Q3 2022, closing a stake of 100 shares — an estimated $26K sold.

Prentice Wealth Management first reported a position in MDB in Q2 2022 and held it in 1 quarter. The position peaked at $26K in Q2 2022. 507 funds tracked by Wall St. Rank hold MDB as of Q3 2022.

Prentice Wealth Management reported no remaining MongoDB position as of Q3 2022 after selling out during the quarter.
Prentice Wealth Management sold 100 MongoDB shares in Q3 2022, an estimated $26K.
Prentice Wealth Management first reported a position in MongoDB in Q2 2022 and held it in 1 quarter.
Prentice Wealth Management's MongoDB position peaked at $26K in Q2 2022.
507 funds tracked by Wall St. Rank held MongoDB as of Q3 2022.

Based on Prentice Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.