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Sowell Financial Services’s MongoDB MDB Stock Holding History

Sowell Financial Services’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
2025
Q2 		– Sell
-1,502
Closed -$263K – 1080
2025
Q1 		$263K Buy
+1,502
New +$366K 0.01% 821
2021
Q2 		– Sell
-354
Closed -$91K – 1826
2021
Q1 		$91K Sell
354
-71
-17% -$25.2K ﹤0.01% 1409
2020
Q4 		$153K Sell
425
-20
-4% -$5.59K 0.01% 966
2020
Q3 		$103K Sell
445
-351
-44% -$76.1K 0.01% 964
2020
Q2 		$180K Buy
796
+502
+171% +$93K 0.01% 759
2020
Q1 		$40K Sell
294
-138
-32% -$20.4K ﹤0.01% 1130
2019
Q4 		$57K Buy
+432
New +$56.7K ﹤0.01% 1114

Other funds holding MDB

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return