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Synergy Financial Group’s MongoDB MDB Stock Holding History

Synergy Financial Group’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
2024
Q1 		– Sell
-1,412
Closed -$577K – 87
2023
Q4 		$577K Sell
1,412
-148
-9% -$56.1K 0.71% 32
2023
Q3 		$540K Buy
1,560
+23
+1% +$8.73K 0.75% 35
2023
Q2 		$632K Hold
1,537
– – 0.85% 31
2023
Q1 		$358K Hold
1,537
– – 0.58% 44
2022
Q4 		$303K Sell
1,537
-552
-26% -$98.2K 0.6% 48
2022
Q3 		$415K Buy
2,089
+64
+3% +$18.7K 0.62% 48
2022
Q2 		$525K Sell
2,025
-209
-9% -$65.3K 0.82% 41
2022
Q1 		$991K Hold
2,234
– – 1.04% 31
2021
Q4 		$1.18M Buy
+2,234
New +$1.14M 1.06% 25

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Synergy Financial Group's MDB Position: Q1 2024 in Review

Synergy Financial Group sold out of MongoDB (MDB) in Q1 2024, closing a stake of 1,412 shares — an estimated $577K sold.

Synergy Financial Group first reported a position in MDB in Q4 2021 and held it in 9 quarters. The position peaked at $1.18M in Q4 2021. 737 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

  • Synergy Financial Group reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
  • Synergy Financial Group sold 1,412 MongoDB shares in Q1 2024, an estimated $577K.
  • Synergy Financial Group first reported a position in MongoDB in Q4 2021 and held it in 9 quarters.
  • Synergy Financial Group's MongoDB position peaked at $1.18M in Q4 2021.
  • 737 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on Synergy Financial Group's 13F filing for Q1 2024, filed 15 May 2024.