TFO Wealth Partners’s MongoDB MDB Stock Holding History

TFO Wealth Partners’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
2022 Q3	–	Sell	-4	Closed	-$1K	–	344
2022 Q2	$1K	Buy	+4	New	+$1.25K	﹤0.01%	434
2021 Q2	–	Sell	-308	Closed	-$82K	–	143
2021 Q1	$82K	Buy	+308	New	+$109K	0.02%	55

Other funds holding MDB

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

TFO Wealth Partners's MDB Position: Q3 2022 in Review

TFO Wealth Partners sold out of MongoDB (MDB) in Q3 2022, closing a stake of 4 shares — an estimated $1K sold.

TFO Wealth Partners first reported a position in MDB in Q1 2021 and held it in 2 quarters. The position peaked at $82K in Q1 2021. 507 funds tracked by Wall St. Rank hold MDB as of Q3 2022.

TFO Wealth Partners reported no remaining MongoDB position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 4 MongoDB shares in Q3 2022, an estimated $1K.
TFO Wealth Partners first reported a position in MongoDB in Q1 2021 and held it in 2 quarters.
TFO Wealth Partners's MongoDB position peaked at $82K in Q1 2021.
507 funds tracked by Wall St. Rank held MongoDB as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.