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Raymond James Financial Services Advisors’s MongoDB MDB Stock Holding History

Raymond James Financial Services 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
Q3 		$2.12M Sell
7,858
-2,091
-21% -$543K ﹤0.01% 1697
2024
Q2 		$2.49M Buy
9,949
+2,853
+40% +$901K ﹤0.01% 1544
2024
Q1 		$2.54M Buy
7,096
+1,459
+26% +$596K ﹤0.01% 1520
2023
Q4 		$2.3M Buy
5,637
+2,213
+65% +$840K ﹤0.01% 1496
2023
Q3 		$1.18M Sell
3,424
-140
-4% -$53.1K ﹤0.01% 1812
2023
Q2 		$1.46M Buy
3,564
+1,701
+91% +$496K ﹤0.01% 1709
2023
Q1 		$434K Buy
1,863
+177
+10% +$37.1K ﹤0.01% 2422
2022
Q4 		$332K Buy
1,686
+18
+1% +$3.2K ﹤0.01% 2524
2022
Q3 		$331K Sell
1,668
-549
-25% -$160K ﹤0.01% 2512
2022
Q2 		$575K Sell
2,217
-1,372
-38% -$429K ﹤0.01% 2180
2022
Q1 		$1.59M Sell
3,589
-369
-9% -$144K ﹤0.01% 1651
2021
Q4 		$2.1M Sell
3,958
-253
-6% -$130K ﹤0.01% 1504
2021
Q3 		$1.99M Sell
4,211
-97
-2% -$39.1K ﹤0.01% 1489
2021
Q2 		$1.56M Buy
4,308
+17
+0.4% +$5.26K ﹤0.01% 1645
2021
Q1 		$1.15M Sell
4,291
-1,483
-26% -$525K ﹤0.01% 1756
2020
Q4 		$2.07M Buy
5,774
+70
+1% +$19.6K 0.01% 1273
2020
Q3 		$1.32M Buy
5,704
+685
+14% +$148K ﹤0.01% 1381
2020
Q2 		$1.14M Buy
5,019
+2,345
+88% +$434K ﹤0.01% 1412
2020
Q1 		$365K Sell
2,674
-3,047
-53% -$450K ﹤0.01% 1737
2019
Q4 		$753K Buy
5,721
+529
+10% +$69.5K ﹤0.01% 1711
2019
Q3 		$626K Sell
5,192
-3,342
-39% -$482K ﹤0.01% 1757
2019
Q2 		$1.3M Buy
8,534
+4,935
+137% +$716K 0.01% 1348
2019
Q1 		$529K Sell
3,599
-9,097
-72% -$934K ﹤0.01% 1866
2018
Q4 		$1.06M Buy
12,696
+70
+0.6% +$5.38K 0.01% 1231
2018
Q3 		$1.03M Buy
+12,626
New +$842K ﹤0.01% 1451

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 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 $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Raymond James Financial Services Advisors's MDB Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its MongoDB (MDB) stake by 21% in Q3 2024, selling an estimated $543K and leaving 7,858 shares worth $2.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1697.

Raymond James Financial Services Advisors first reported a position in MDB in Q3 2018 and has held it in 25 quarters since. The position peaked at $2.54M in Q1 2024. 665 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Raymond James Financial Services Advisors held 7,858 shares of MongoDB worth $2.12M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 2,091 MongoDB shares in Q3 2024, an estimated $543K.
  • MongoDB made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1697 holding.
  • Raymond James Financial Services Advisors first reported a position in MongoDB in Q3 2018 and has held it in 25 quarters since.
  • Raymond James Financial Services Advisors's MongoDB position peaked at $2.54M in Q1 2024.
  • 665 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.