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Prime Capital Investment Advisors’s MongoDB MDB Stock Holding History

Prime Capital Investment 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
2024
Q4 		– Sell
-1,190
Closed -$322K – 955
2024
Q3 		$322K Buy
1,190
+59
+5% +$15.3K ﹤0.01% 708
2024
Q2 		$283K Sell
1,131
-602
-35% -$190K ﹤0.01% 742
2024
Q1 		$622K Sell
1,733
-78
-4% -$31.9K 0.01% 564
2023
Q4 		$740K Buy
1,811
+1,155
+176% +$438K 0.01% 487
2023
Q3 		$227K Buy
656
+8
+1% +$3.04K ﹤0.01% 656
2023
Q2 		$266K Buy
+648
New +$189K 0.01% 637
2022
Q2 		– Sell
-490
Closed -$259K – 420
2022
Q1 		$259K Hold
490
– – 0.01% 314
2021
Q4 		$259K Buy
+490
New +$251K 0.01% 314
2020
Q1 		– Sell
-125
Closed -$16K – 557
2019
Q4 		$16K Hold
125
– – ﹤0.01% 442
2019
Q3 		$15K Buy
+125
New +$18K ﹤0.01% 460

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Prime Capital Investment Advisors's MDB Position: Q4 2024 in Review

Prime Capital Investment Advisors sold out of MongoDB (MDB) in Q4 2024, closing a stake of 1,190 shares — an estimated $322K sold.

Prime Capital Investment Advisors first reported a position in MDB in Q3 2019 and held it in 10 quarters. The position peaked at $740K in Q4 2023. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • Prime Capital Investment Advisors reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 1,190 MongoDB shares in Q4 2024, an estimated $322K.
  • Prime Capital Investment Advisors first reported a position in MongoDB in Q3 2019 and held it in 10 quarters.
  • Prime Capital Investment Advisors's MongoDB position peaked at $740K in Q4 2023.
  • 712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.