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Teamwork Financial Advisors’s MongoDB MDB Stock Holding History

Teamwork Financial 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
2024
Q3 		– Sell
-3,669
Closed -$917K – 164
2024
Q2 		$917K Buy
3,669
+1,867
+104% +$590K 0.14% 76
2024
Q1 		$646K Buy
1,802
+616
+52% +$252K 0.1% 91
2023
Q4 		$485K Buy
+1,186
New +$450K 0.08% 102
2022
Q2 		– Sell
-1,790
Closed -$794K – 234
2022
Q1 		$794K Sell
1,790
-505
-22% -$197K 0.15% 123
2021
Q4 		$1.22M Sell
2,295
-351
-13% -$180K 0.22% 94
2021
Q3 		$1.25M Sell
2,646
-1
-0% -$403 0.25% 87
2021
Q2 		$957K Sell
2,647
-1,036
-28% -$320K 0.2% 100
2021
Q1 		$985K Sell
3,683
-236
-6% -$83.6K 0.23% 93
2020
Q4 		$1.41M Sell
3,919
-1,030
-21% -$288K 0.33% 54
2020
Q3 		$1.15M Sell
4,949
-5,246
-51% -$1.14M 0.36% 59
2020
Q2 		$2.31M Sell
10,195
-2,834
-22% -$525K 0.83% 23
2020
Q1 		$1.78M Sell
13,029
-4,236
-25% -$626K 1.1% 19
2019
Q4 		$2.27M Buy
+17,265
New +$2.27M 1.36% 16

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Teamwork Financial Advisors's MDB Position: Q3 2024 in Review

Teamwork Financial Advisors sold out of MongoDB (MDB) in Q3 2024, closing a stake of 3,669 shares — an estimated $917K sold.

Teamwork Financial Advisors first reported a position in MDB in Q4 2019 and held it in 13 quarters. The position peaked at $2.31M in Q2 2020. 665 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Teamwork Financial Advisors reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 3,669 MongoDB shares in Q3 2024, an estimated $917K.
  • Teamwork Financial Advisors first reported a position in MongoDB in Q4 2019 and held it in 13 quarters.
  • Teamwork Financial Advisors's MongoDB position peaked at $2.31M in Q2 2020.
  • 665 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Teamwork Financial Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.