RIA
MDB icon

Realta Investment Advisors’s MongoDB MDB Stock Holding History

Realta 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
Q2 		– Sell
-563
Closed -$202K – 813
2024
Q1 		$202K Buy
563
+44
+8% +$18K 0.04% 403
2023
Q4 		$212K Buy
+519
New +$197K 0.05% 396
2021
Q2 		– Sell
-2,929
Closed -$783K – 407
2021
Q1 		$783K Sell
2,929
-1
-0% -$354 0.21% 131
2020
Q4 		$1.05M Sell
2,930
-2,064
-41% -$576K 0.3% 76
2020
Q3 		$1.16M Sell
4,994
-90
-2% -$19.5K 0.39% 55
2020
Q2 		$1.15M Buy
5,084
+865
+21% +$160K 0.38% 57
2020
Q1 		$576K Sell
4,219
-2,674
-39% -$395K 0.25% 109
2019
Q4 		$1.02M Buy
6,893
+85
+1% +$11.2K 0.28% 69
2019
Q3 		$819K Buy
6,808
+1,766
+35% +$255K 0.22% 97
2019
Q2 		$766K Buy
5,042
+4,899
+3,426% +$711K 0.21% 107
2019
Q1 		$21K Buy
+143
New +$14.7K 0.01% 749

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return