Simplicity Wealth’s MongoDB MDB Stock Holding History

Simplicity Wealth’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	-849	Closed	-$212K	–	916
2024 Q2	$212K	Sell	849 -237	-22%	-$74.9K	﹤0.01%	1086
2024 Q1	$389K	Buy	+1,086	New	+$444K	0.01%	827

Other funds holding MDB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Simplicity Wealth's MDB Position: Q3 2024 in Review

Simplicity Wealth sold out of MongoDB (MDB) in Q3 2024, closing a stake of 849 shares — an estimated $212K sold.

Simplicity Wealth first reported a position in MDB in Q1 2024 and held it in 2 quarters. The position peaked at $389K in Q1 2024. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

Simplicity Wealth reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 849 MongoDB shares in Q3 2024, an estimated $212K.
Simplicity Wealth first reported a position in MongoDB in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's MongoDB position peaked at $389K in Q1 2024.
664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.