PWM
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PRW Wealth Management’s MongoDB MDB Stock Holding History

PRW 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
Q1 		– Sell
-764
Closed -$404K – 123
2021
Q4 		$404K Buy
764
+8
+1% +$4.1K 0.19% 62
2021
Q3 		$357K Buy
+756
New +$305K 0.18% 63
2021
Q2 		– Sell
-1,690
Closed -$452K – 280
2021
Q1 		$452K Sell
1,690
-150
-8% -$53.1K 0.22% 53
2020
Q4 		$661K Sell
1,840
-160
-8% -$44.7K 0.37% 44
2020
Q3 		$463K Sell
2,000
-1,100
-35% -$238K 0.33% 45
2020
Q2 		$702K Buy
+3,100
New +$574K 0.56% 37
2019
Q2 		– Sell
-1,100
Closed -$162K – 420
2019
Q1 		$162K Sell
1,100
-416
-27% -$42.7K 0.15% 60
2018
Q4 		$127K Buy
+1,516
New +$117K 0.16% 76

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return