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TD Private Client Wealth’s MongoDB MDB Stock Holding History

TD Private Client Wealth’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
2026
Q1 		$761K Sell
3,109
-97
-3% -$32.4K 0.02% 413
2025
Q4 		$1.35M Buy
3,206
+3,089
+2,640% +$1.12M 0.03% 312
2025
Q3 		$36.3K Buy
117
+113
+2,825% +$29K ﹤0.01% 906
2025
Q2 		$840 Sell
4
-2
-33% -$370 ﹤0.01% 1303
2025
Q1 		$1.05K Buy
6
+1
+20% +$244 ﹤0.01% 1287
2024
Q4 		$1.16K Sell
5
-35
-88% -$9.88K ﹤0.01% 1244
2024
Q3 		$10.8K Sell
40
-9
-18% -$2.34K ﹤0.01% 1046
2024
Q2 		$12.2K Buy
49
+44
+880% +$13.9K ﹤0.01% 1013
2024
Q1 		$1.79K Buy
+5
New +$2.04K ﹤0.01% 1139
2022
Q4 		– Sell
-2
Closed -$397 – 1243
2022
Q3 		$397 Hold
2
– – ﹤0.01% 1197
2022
Q2 		$519 Buy
+2
New +$625 ﹤0.01% 1200

Other funds holding MDB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return