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Schechter Investment Advisors’s MongoDB MDB Stock Holding History

Schechter 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
2024
Q1 		– Sell
-553
Closed -$226K – 682
2023
Q4 		$226K Buy
+553
New +$210K 0.02% 533
2023
Q3 		– Sell
-533
Closed -$219K – 661
2023
Q2 		$219K Buy
+533
New +$155K 0.02% 567

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

Schechter Investment Advisors's MDB Position: Q1 2024 in Review

Schechter Investment Advisors sold out of MongoDB (MDB) in Q1 2024, closing a stake of 553 shares — an estimated $226K sold.

Schechter Investment Advisors first reported a position in MDB in Q2 2023 and held it in 2 quarters. The position peaked at $226K in Q4 2023. 737 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

  • Schechter Investment Advisors reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
  • Schechter Investment Advisors sold 553 MongoDB shares in Q1 2024, an estimated $226K.
  • Schechter Investment Advisors first reported a position in MongoDB in Q2 2023 and held it in 2 quarters.
  • Schechter Investment Advisors's MongoDB position peaked at $226K in Q4 2023.
  • 737 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on Schechter Investment Advisors's 13F filing for Q1 2024, filed 6 May 2024.