TCI Wealth Advisors’s MongoDB MDB Stock Holding History

TCI 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 Q2	–	Sell	-242	Closed	-$56.4K	–	1382
2023 Q1	$56.4K	Sell	242 -50	-17%	-$10.5K	0.01%	402
2022 Q4	$57.5K	Buy	292 +3	+1%	+$534	0.01%	368
2022 Q3	$57K	Buy	289 +44	+18%	+$12.8K	0.01%	332
2022 Q2	$64K	Sell	245 -16	-6%	-$5K	0.01%	316
2022 Q1	$116K	Buy	261 +6	+2%	+$2.35K	0.02%	239
2021 Q4	$135K	Sell	255 -24	-9%	-$12.3K	0.02%	221
2021 Q3	$132K	Sell	279 -38	-12%	-$15.3K	0.02%	246
2021 Q2	$115K	Sell	317 -109	-26%	-$33.7K	0.02%	255
2021 Q1	$114K	Sell	426 -81	-16%	-$28.7K	0.05%	218
2020 Q4	$182K	Hold	507	–	–	0.08%	168
2020 Q3	$117K	Hold	507	–	–	0.05%	192
2020 Q2	$115K	Sell	507 -2	-0.4%	-$370	0.05%	196
2020 Q1	$69K	Hold	509	–	–	0.03%	257
2019 Q4	$67K	Buy	509 +2	+0.4%	+$263	0.03%	323
2019 Q3	$61K	Hold	507	–	–	0.03%	293
2019 Q2	$77K	Sell	507 -10	-2%	-$1.45K	0.03%	253
2019 Q1	$76K	Hold	517	–	–	0.03%	279
2018 Q4	$43K	Buy	517 +514	+17,133%	+$39.5K	0.02%	337
2018 Q3	$0	Buy	+3	New	+$200	﹤0.01%	1524

Other funds holding MDB

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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's MDB Position: Q2 2023 in Review

TCI Wealth Advisors sold out of MongoDB (MDB) in Q2 2023, closing a stake of 242 shares — an estimated $56.4K sold.

TCI Wealth Advisors first reported a position in MDB in Q3 2018 and held it in 19 quarters. The position peaked at $182K in Q4 2020. 662 funds tracked by Wall St. Rank hold MDB as of Q2 2023.

TCI Wealth Advisors reported no remaining MongoDB position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 242 MongoDB shares in Q2 2023, an estimated $56.4K.
TCI Wealth Advisors first reported a position in MongoDB in Q3 2018 and held it in 19 quarters.
TCI Wealth Advisors's MongoDB position peaked at $182K in Q4 2020.
662 funds tracked by Wall St. Rank held MongoDB as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.