Regent Peak Wealth Advisors’s MongoDB MDB Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-12	Closed	-$4K	–	635
2020 Q4	$4K	Buy	+12	New	+$3.35K	﹤0.01%	703

Other funds holding MDB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Regent Peak Wealth Advisors's MDB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of MongoDB (MDB) in Q1 2021, closing a stake of 12 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in MDB in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 468 funds tracked by Wall St. Rank hold MDB as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining MongoDB position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 12 MongoDB shares in Q1 2021, an estimated $4K.
Regent Peak Wealth Advisors first reported a position in MongoDB in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's MongoDB position peaked at $4K in Q4 2020.
468 funds tracked by Wall St. Rank held MongoDB as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.