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Professional Financial Advisors’s monday.com MNDY Stock Holding History

Professional 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
2022
Q4 		– Sell
-90
Closed -$10K – 307
2022
Q3 		$10K Sell
90
-41
-31% -$4.86K 0.01% 292
2022
Q2 		$14K Buy
+131
New +$15.9K 0.01% 266

Other funds holding MNDY

IHG
Insight Holdings Group New York $1.32B AUM 1.62% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $143M AUM 76.98% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return

Professional Financial Advisors's MNDY Position: Q4 2022 in Review

Professional Financial Advisors sold out of monday.com (MNDY) in Q4 2022, closing a stake of 90 shares — an estimated $10K sold.

Professional Financial Advisors first reported a position in MNDY in Q2 2022 and held it in 2 quarters. The position peaked at $14K in Q2 2022. 172 funds tracked by Wall St. Rank hold MNDY as of Q4 2022.

  • Professional Financial Advisors reported no remaining monday.com position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 90 monday.com shares in Q4 2022, an estimated $10K.
  • Professional Financial Advisors first reported a position in monday.com in Q2 2022 and held it in 2 quarters.
  • Professional Financial Advisors's monday.com position peaked at $14K in Q2 2022.
  • 172 funds tracked by Wall St. Rank held monday.com as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.