TCWM
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Total Clarity Wealth Management’s MongoDB MDB Stock Holding History

Total Clarity Wealth Management’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
-435
Closed -$113K – 667
2022
Q2 		$113K Sell
435
-30
-6% -$9.38K 0.06% 302
2022
Q1 		$206K Buy
465
+30
+7% +$11.7K 0.11% 212
2021
Q4 		$230K Buy
435
+20
+5% +$10.2K 0.1% 196
2021
Q3 		$196K Buy
+415
New +$167K 0.09% 209
2021
Q2 		– Sell
-355
Closed -$95K – 508
2021
Q1 		$95K Buy
+355
New +$126K 0.05% 250
2020
Q1 		– Sell
-315
Closed -$41K – 399
2019
Q4 		$41K Buy
+315
New +$41.4K 0.03% 294

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return