SkyOak Wealth’s MongoDB MDB Stock Holding History

SkyOak 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
2020 Q3	–	Sell	-2,894	Closed	-$655K	–	225
2020 Q2	$655K	Buy	+2,894	New	+$536K	0.24%	99

Other funds holding MDB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SkyOak Wealth's MDB Position: Q3 2020 in Review

SkyOak Wealth sold out of MongoDB (MDB) in Q3 2020, closing a stake of 2,894 shares — an estimated $655K sold.

SkyOak Wealth first reported a position in MDB in Q2 2020 and held it in 1 quarter. The position peaked at $655K in Q2 2020. 378 funds tracked by Wall St. Rank hold MDB as of Q3 2020.

SkyOak Wealth reported no remaining MongoDB position as of Q3 2020 after selling out during the quarter.
SkyOak Wealth sold 2,894 MongoDB shares in Q3 2020, an estimated $655K.
SkyOak Wealth first reported a position in MongoDB in Q2 2020 and held it in 1 quarter.
SkyOak Wealth's MongoDB position peaked at $655K in Q2 2020.
378 funds tracked by Wall St. Rank held MongoDB as of Q3 2020.

Based on SkyOak Wealth's 13F filing for Q3 2020, filed 3 Nov 2020.