TFP
MDB icon

Tilia Fiduciary Partners’s MongoDB MDB Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-10
Closed -$4.11K – 313
2023
Q2 		$4.11K Hold
10
– – ﹤0.01% 450
2023
Q1 		$2.33K Hold
10
– – ﹤0.01% 463
2022
Q4 		$1.97K Hold
10
– – ﹤0.01% 462
2022
Q3 		$2K Hold
10
– – ﹤0.01% 481
2022
Q2 		$3K Sell
10
-11
-52% -$3.44K ﹤0.01% 474
2022
Q1 		$9K Hold
21
– – 0.01% 403
2021
Q4 		$11K Buy
+21
New +$10.8K 0.01% 405

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tilia Fiduciary Partners's MDB Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of MongoDB (MDB) in Q3 2023, closing a stake of 10 shares — an estimated $4.11K sold.

Tilia Fiduciary Partners first reported a position in MDB in Q4 2021 and held it in 7 quarters. The position peaked at $11K in Q4 2021. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining MongoDB position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 10 MongoDB shares in Q3 2023, an estimated $4.11K.
  • Tilia Fiduciary Partners first reported a position in MongoDB in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's MongoDB position peaked at $11K in Q4 2021.
  • 666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.