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Sugarloaf Wealth Management’s MongoDB MDB Stock Holding History

Sugarloaf Wealth Management’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
2023
Q1 		– Sell
-100
Closed -$19.7K – 753
2022
Q4 		$19.7K Buy
100
+61
+156% +$10.9K ﹤0.01% 408
2022
Q3 		$9K Buy
39
+5
+15% +$1.46K ﹤0.01% 539
2022
Q2 		$9K Buy
34
+30
+750% +$9.38K ﹤0.01% 538
2022
Q1 		$2K Hold
4
– – ﹤0.01% 647
2021
Q4 		$2K Hold
4
– – ﹤0.01% 672
2021
Q3 		$2K Hold
4
– – ﹤0.01% 686
2021
Q2 		$1K Hold
4
– – ﹤0.01% 722
2021
Q1 		$1 Buy
+4
New +$1.42K ﹤0.01% 717
2020
Q2 		– Sell
-10
Closed -$1K – 707
2020
Q1 		$1K Sell
10
-110
-92% -$16.2K ﹤0.01% 657
2019
Q4 		$16K Buy
+120
New +$15.8K 0.01% 400

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return