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SteelPeak Wealth’s MongoDB MDB Stock Holding History

SteelPeak 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
2026
Q1 		$653K Buy
+2,667
New +$892K 0.02% 348
2024
Q1 		– Sell
-1,757
Closed -$718K – 517
2023
Q4 		$718K Sell
1,757
-1,159
-40% -$440K 0.04% 244
2023
Q3 		$1.01M Buy
+2,916
New +$1.11M 0.06% 185
2022
Q4 		– Sell
-2,925
Closed -$581K – 458
2022
Q3 		$581K Sell
2,925
-139
-5% -$40.6K 0.04% 223
2022
Q2 		$795K Buy
3,064
+1,313
+75% +$410K 0.06% 192
2022
Q1 		$777K Buy
1,751
+659
+60% +$258K 0.05% 215
2021
Q4 		$578K Buy
1,092
+174
+19% +$89.1K 0.03% 235
2021
Q3 		$433K Sell
918
-172
-16% -$69.3K 0.03% 268
2021
Q2 		$394K Sell
1,090
-321
-23% -$99.3K 0.03% 295
2021
Q1 		$377K Buy
+1,411
New +$500K 0.03% 266

Other funds holding MDB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return