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SYSTM Wealth Solutions’s MongoDB MDB Stock Holding History

SYSTM Wealth Solutions’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
Q3 		$541 Sell
2
-11,336
-100% -$2.94M 0.02% 88
2024
Q2 		$2.83M Buy
11,338
+4,588
+68% +$1.45M 0.63% 56
2024
Q1 		$2.42M Buy
6,750
+714
+12% +$292K 0.31% 96
2023
Q4 		$2.47M Buy
6,036
+675
+13% +$256K 0.34% 81
2023
Q3 		$1.85M Buy
5,361
+260
+5% +$98.7K 0.29% 98
2023
Q2 		$2.1M Sell
5,101
-1,882
-27% -$549K 0.28% 94
2023
Q1 		$1.63M Buy
6,983
+4,209
+152% +$883K 0.25% 104
2022
Q4 		$546K Buy
+2,774
New +$494K 0.07% 328

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SYSTM Wealth Solutions's MDB Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its MongoDB (MDB) stake by 100% in Q3 2024, selling an estimated $2.94M and leaving 2 shares worth $541. The position accounts for 0.02% of the portfolio, ranked #88.

SYSTM Wealth Solutions first reported a position in MDB in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.83M in Q2 2024. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • SYSTM Wealth Solutions held 2 shares of MongoDB worth $541 as of Q3 2024.
  • SYSTM Wealth Solutions sold 11,336 MongoDB shares in Q3 2024, an estimated $2.94M.
  • MongoDB made up 0.02% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #88 holding.
  • SYSTM Wealth Solutions first reported a position in MongoDB in Q4 2022 and has held it in 8 quarters since.
  • SYSTM Wealth Solutions's MongoDB position peaked at $2.83M in Q2 2024.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.