TFA
MDB icon

Toth Financial Advisory’s MongoDB MDB Stock Holding History

Toth Financial Advisory’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
Q1 		– Sell
-1,400
Closed -$572K – 756
2023
Q4 		$572K Buy
+1,400
New +$531K 0.08% 158
2022
Q4 		– Sell
-1
Closed – – 777
2022
Q3 		$0 Hold
1
– – ﹤0.01% 769
2022
Q2 		$0 Buy
+1
New +$313 ﹤0.01% 740

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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Toth Financial Advisory's MDB Position: Q1 2024 in Review

Toth Financial Advisory sold out of MongoDB (MDB) in Q1 2024, closing a stake of 1,400 shares — an estimated $572K sold.

Toth Financial Advisory first reported a position in MDB in Q2 2022 and held it in 3 quarters. The position peaked at $572K in Q4 2023. 737 funds tracked by Wall St. Rank hold MDB as of Q1 2024.

  • Toth Financial Advisory reported no remaining MongoDB position as of Q1 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 1,400 MongoDB shares in Q1 2024, an estimated $572K.
  • Toth Financial Advisory first reported a position in MongoDB in Q2 2022 and held it in 3 quarters.
  • Toth Financial Advisory's MongoDB position peaked at $572K in Q4 2023.
  • 737 funds tracked by Wall St. Rank held MongoDB as of Q1 2024.

Based on Toth Financial Advisory's 13F filing for Q1 2024, filed 16 Apr 2024.