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 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

Total Clarity Wealth Management's MDB Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of MongoDB (MDB) in Q3 2022, closing a stake of 435 shares — an estimated $113K sold.

Total Clarity Wealth Management first reported a position in MDB in Q4 2019 and held it in 6 quarters. The position peaked at $230K in Q4 2021. 507 funds tracked by Wall St. Rank hold MDB as of Q3 2022.

Total Clarity Wealth Management reported no remaining MongoDB position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 435 MongoDB shares in Q3 2022, an estimated $113K.
Total Clarity Wealth Management first reported a position in MongoDB in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's MongoDB position peaked at $230K in Q4 2021.
507 funds tracked by Wall St. Rank held MongoDB as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.