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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Regal Investment Advisors's MDB Position: Q3 2023 in Review

Regal Investment Advisors sold out of MongoDB (MDB) in Q3 2023, closing a stake of 1,789 shares — an estimated $735K sold.

Regal Investment Advisors first reported a position in MDB in Q2 2020 and held it in 11 quarters. The position peaked at $1.01M in Q4 2021. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

Regal Investment Advisors reported no remaining MongoDB position as of Q3 2023 after selling out during the quarter.
Regal Investment Advisors sold 1,789 MongoDB shares in Q3 2023, an estimated $735K.
Regal Investment Advisors first reported a position in MongoDB in Q2 2020 and held it in 11 quarters.
Regal Investment Advisors's MongoDB position peaked at $1.01M in Q4 2021.
666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Regal Investment Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.