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Regal Investment Advisors’s MongoDB MDB Stock Holding History

Regal 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
2023
Q3 		– Sell
-1,789
Closed -$735K – 519
2023
Q2 		$735K Buy
1,789
+540
+43% +$157K 0.06% 233
2023
Q1 		$291K Sell
1,249
-142
-10% -$29.8K 0.03% 402
2022
Q4 		$274K Hold
1,391
– – 0.03% 398
2022
Q3 		$276K Sell
1,391
-231
-14% -$67.4K 0.03% 381
2022
Q2 		$421K Sell
1,622
-289
-15% -$90.3K 0.04% 310
2022
Q1 		$848K Hold
1,911
– – 0.08% 238
2021
Q4 		$1.01M Buy
1,911
+1
+0.1% +$512 0.09% 241
2021
Q3 		$901K Hold
1,910
– – 0.09% 246
2021
Q2 		$691K Buy
+1,910
New +$591K 0.07% 281
2021
Q1 		– Sell
-1,942
Closed -$697K – 271
2020
Q4 		$697K Buy
+1,942
New +$542K 0.08% 227
2020
Q3 		– Sell
-1,866
Closed -$422K – 161
2020
Q2 		$422K Buy
+1,866
New +$346K 0.08% 196

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return