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RFP Financial Group’s MongoDB MDB Stock Holding History

RFP Financial Group’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 		– Sell
-12
Closed -$3K – 510
2024
Q2 		$3K Hold
12
– – ﹤0.01% 645
2024
Q1 		$4.3K Hold
12
– – ﹤0.01% 558
2023
Q4 		$4.91K Hold
12
– – ﹤0.01% 555
2023
Q3 		$4.15K Hold
12
– – ﹤0.01% 541
2023
Q2 		$4.93K Hold
12
– – ﹤0.01% 552
2023
Q1 		$2.8K Hold
12
– – ﹤0.01% 467
2022
Q4 		$2.36K Buy
+12
New +$2.14K ﹤0.01% 628

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
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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RFP Financial Group's MDB Position: Q3 2024 in Review

RFP Financial Group sold out of MongoDB (MDB) in Q3 2024, closing a stake of 12 shares — an estimated $3K sold.

RFP Financial Group first reported a position in MDB in Q4 2022 and held it in 7 quarters. The position peaked at $4.93K in Q2 2023. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • RFP Financial Group reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 12 MongoDB shares in Q3 2024, an estimated $3K.
  • RFP Financial Group first reported a position in MongoDB in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's MongoDB position peaked at $4.93K in Q2 2023.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.