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Prio Wealth Limited Partnership’s MongoDB MDB Stock Holding History

Prio Wealth Limited Partnership’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 		$203K Buy
+750
New +$195K 0.01% 261
2024
Q2 		– Sell
-750
Closed -$269K – 268
2024
Q1 		$269K Hold
750
– – 0.01% 236
2023
Q4 		$307K Hold
750
– – 0.01% 215
2023
Q3 		$259K Hold
750
– – 0.01% 223
2023
Q2 		$308K Buy
+750
New +$219K 0.01% 216
2022
Q2 		– Sell
-750
Closed -$333K – 259
2022
Q1 		$333K Sell
750
-250
-25% -$97.7K 0.01% 224
2021
Q4 		$529K Hold
1,000
– – 0.02% 196
2021
Q3 		$472K Hold
1,000
– – 0.02% 202
2021
Q2 		$362K Hold
1,000
– – 0.01% 222
2021
Q1 		$267K Hold
1,000
– – 0.01% 249
2020
Q4 		$359K Hold
1,000
– – 0.01% 217
2020
Q3 		$232K Hold
1,000
– – 0.01% 241
2020
Q2 		$226K Buy
+1,000
New +$185K 0.01% 238

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 $145B AUM 34.61% 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