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Roth Financial Partners’s MongoDB MDB Stock Holding History

Roth Financial Partners’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
Q1 		– Sell
-500
Closed -$204K – 31
2023
Q4 		$204K Buy
+500
New +$190K 0.1% 27
2023
Q3 		– Sell
-500
Closed -$205K – 27
2023
Q2 		$205K Buy
+500
New +$146K 0.13% 22
2022
Q2 		– Sell
-500
Closed -$222K – 31
2022
Q1 		$222K Hold
500
– – 0.16% 24
2021
Q4 		$265K Hold
500
– – 0.19% 21
2021
Q3 		$236K Buy
+500
New +$201K 0.18% 20

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roth Financial Partners's MDB Position: Q1 2024 in Review

Roth Financial Partners sold out of MongoDB (MDB) in Q1 2024, closing a stake of 500 shares — an estimated $204K sold.

Roth Financial Partners first reported a position in MDB in Q3 2021 and held it in 5 quarters. The position peaked at $265K in Q4 2021. 737 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

  • Roth Financial Partners reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
  • Roth Financial Partners sold 500 MongoDB shares in Q1 2024, an estimated $204K.
  • Roth Financial Partners first reported a position in MongoDB in Q3 2021 and held it in 5 quarters.
  • Roth Financial Partners's MongoDB position peaked at $265K in Q4 2021.
  • 737 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on Roth Financial Partners's 13F filing for Q1 2024, filed 12 Apr 2024.