Symphony Financial’s MongoDB MDB Stock Holding History

Symphony Financial’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
2021 Q2	–	Sell	-847	Closed	-$251K	–	181
2021 Q1	$251K	Sell	847 -24	-3%	-$8.5K	0.07%	175
2020 Q4	$305K	Buy	+871	New	+$243K	0.11%	126

Other funds holding MDB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Symphony Financial's MDB Position: Q2 2021 in Review

Symphony Financial sold out of MongoDB (MDB) in Q2 2021, closing a stake of 847 shares — an estimated $251K sold.

Symphony Financial first reported a position in MDB in Q4 2020 and held it in 2 quarters. The position peaked at $305K in Q4 2020. 463 funds tracked by Wall St. Rank hold MDB as of Q2 2021.

Symphony Financial reported no remaining MongoDB position as of Q2 2021 after selling out during the quarter.
Symphony Financial sold 847 MongoDB shares in Q2 2021, an estimated $251K.
Symphony Financial first reported a position in MongoDB in Q4 2020 and held it in 2 quarters.
Symphony Financial's MongoDB position peaked at $305K in Q4 2020.
463 funds tracked by Wall St. Rank held MongoDB as of Q2 2021.

Based on Symphony Financial's 13F filing for Q2 2021, filed 13 Jul 2021.