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Ropes Wealth Advisors’s MongoDB MDB Stock Holding History

Ropes 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
-28
Closed -$10K – 564
2020
Q4 		$10K Sell
28
-22
-44% -$6.14K ﹤0.01% 537
2020
Q3 		$12K Hold
50
– – ﹤0.01% 497
2020
Q2 		$11K Hold
50
– – ﹤0.01% 441
2020
Q1 		$7K Buy
+50
New +$7.38K ﹤0.01% 440

Other funds holding MDB

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
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

Ropes Wealth Advisors's MDB Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of MongoDB (MDB) in Q1 2021, closing a stake of 28 shares — an estimated $10K sold.

Ropes Wealth Advisors first reported a position in MDB in Q1 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2020. 468 funds tracked by Wall St. Rank hold MDB as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining MongoDB position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 28 MongoDB shares in Q1 2021, an estimated $10K.
  • Ropes Wealth Advisors first reported a position in MongoDB in Q1 2020 and held it in 4 quarters.
  • Ropes Wealth Advisors's MongoDB position peaked at $12K in Q3 2020.
  • 468 funds tracked by Wall St. Rank held MongoDB as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.