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Toth Financial Advisory’s MDB Capital Holdings MDBH Stock Holding History

Toth Financial Advisory’s Portfolio MDBH Stock Details MDBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-400
Closed -$2.99K – 744
2024
Q2 		$2.99K Hold
400
– – ﹤0.01% 568
2024
Q1 		$4.1K Hold
400
– – ﹤0.01% 540
2023
Q4 		$4.61K Buy
+400
New +$4.17K ﹤0.01% 541

Other funds holding MDBH

PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Toth Financial Advisory's MDBH Position: Q3 2024 in Review

Toth Financial Advisory sold out of MDB Capital Holdings (MDBH) in Q3 2024, closing a stake of 400 shares — an estimated $2.99K sold.

Toth Financial Advisory first reported a position in MDBH in Q4 2023 and held it in 3 quarters. The position peaked at $4.61K in Q4 2023. 5 funds tracked by Wall St. Rank hold MDBH as of Q3 2024.

  • Toth Financial Advisory reported no remaining MDB Capital Holdings position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 400 MDB Capital Holdings shares in Q3 2024, an estimated $2.99K.
  • Toth Financial Advisory first reported a position in MDB Capital Holdings in Q4 2023 and held it in 3 quarters.
  • Toth Financial Advisory's MDB Capital Holdings position peaked at $4.61K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held MDB Capital Holdings as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.