TWA
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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
– – 0.09% 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 0.04% 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% 1526

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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