Sutton Wealth Advisors’s MongoDB MDB Stock Holding History

Sutton Wealth 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
2023 Q3	$2.08K	Hold	6	–	–	﹤0.01%	717
2023 Q2	$2.47K	Hold	6	–	–	﹤0.01%	673
2023 Q1	$1.4K	Hold	6	–	–	﹤0.01%	694
2022 Q4	$1.18K	Buy	6 +3	+100%	+$534	﹤0.01%	1285
2022 Q3	$596	Hold	3	–	–	﹤0.01%	1439
2022 Q2	$779	Hold	3	–	–	﹤0.01%	1351
2022 Q1	$1.33K	Sell	3 -1	-25%	-$391	﹤0.01%	1269
2021 Q4	$2.12K	Buy	+4	New	+$2.05K	﹤0.01%	1190

Other funds holding MDB

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Sutton Wealth Advisors's MDB Position: Q3 2023 in Review

Sutton Wealth Advisors held its MongoDB (MDB) position steady in Q3 2023 at 6 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

Sutton Wealth Advisors first reported a position in MDB in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.47K in Q2 2023. 667 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

Sutton Wealth Advisors held 6 shares of MongoDB worth $2.08K as of Q3 2023.
Sutton Wealth Advisors left its MongoDB share count unchanged in Q3 2023.
MongoDB made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #717 holding.
Sutton Wealth Advisors first reported a position in MongoDB in Q4 2021 and has held it in 8 quarters since.
Sutton Wealth Advisors's MongoDB position peaked at $2.47K in Q2 2023.
667 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.