Spearhead Capital Advisors’s MongoDB MDB Stock Holding History

Spearhead Capital 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
2022 Q2	–	Sell	-684	Closed	-$303K	–	198
2022 Q1	$303K	Buy	+684	New	+$267K	0.04%	135
2021 Q1	–	Sell	-1,519	Closed	-$545K	–	202
2020 Q4	$545K	Buy	1,519 +27	+2%	+$7.54K	0.09%	92
2020 Q3	$345K	Buy	1,492 +84	+6%	+$18.2K	0.07%	113
2020 Q2	$319K	Buy	+1,408	New	+$261K	0.07%	96

Other funds holding MDB

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Spearhead Capital Advisors's MDB Position: Q2 2022 in Review

Spearhead Capital Advisors sold out of MongoDB (MDB) in Q2 2022, closing a stake of 684 shares — an estimated $303K sold.

Spearhead Capital Advisors first reported a position in MDB in Q2 2020 and held it in 4 quarters. The position peaked at $545K in Q4 2020. 538 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

Spearhead Capital Advisors reported no remaining MongoDB position as of Q2 2022 after selling out during the quarter.
Spearhead Capital Advisors sold 684 MongoDB shares in Q2 2022, an estimated $303K.
Spearhead Capital Advisors first reported a position in MongoDB in Q2 2020 and held it in 4 quarters.
Spearhead Capital Advisors's MongoDB position peaked at $545K in Q4 2020.
538 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on Spearhead Capital Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.