Tower Bridge Advisors’s MongoDB MDB Stock Holding History

Tower Bridge Advisors’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	-800	Closed	-$208K	–	240
2022 Q2	$208K	Sell	800 -200	-20%	-$62.5K	0.02%	238
2022 Q1	$444K	Hold	1,000	–	–	0.03%	202
2021 Q4	$529K	Hold	1,000	–	–	0.03%	193
2021 Q3	$472K	Hold	1,000	–	–	0.03%	195
2021 Q2	$362K	Hold	1,000	–	–	0.02%	203
2021 Q1	$267K	Sell	1,000 -500	-33%	-$177K	0.02%	211
2020 Q4	$539K	Hold	1,500	–	–	0.04%	171
2020 Q3	$347K	Hold	1,500	–	–	0.04%	153
2020 Q2	$340K	Sell	1,500 -500	-25%	-$92.6K	0.04%	150
2020 Q1	$273K	Hold	2,000	–	–	0.04%	155
2019 Q4	$263K	Hold	2,000	–	–	0.03%	176
2019 Q3	$252K	Hold	2,000	–	–	0.03%	186
2019 Q2	$304K	Hold	2,000	–	–	0.03%	174
2019 Q1	$294K	Sell	2,000 -1,000	-33%	-$103K	0.03%	171
2018 Q4	$251K	Hold	3,000	–	–	0.03%	173
2018 Q3	$245K	Sell	3,000 -1,624	-35%	-$108K	0.03%	187
2018 Q2	$229K	Buy	+4,624	New	+$207K	0.03%	191

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

Tower Bridge Advisors's MDB Position: Q3 2022 in Review

Tower Bridge Advisors sold out of MongoDB (MDB) in Q3 2022, closing a stake of 800 shares — an estimated $208K sold.

Tower Bridge Advisors first reported a position in MDB in Q2 2018 and held it in 17 quarters. The position peaked at $539K in Q4 2020. 507 funds tracked by Wall St. Rank hold MDB as of Q3 2022.

Tower Bridge Advisors reported no remaining MongoDB position as of Q3 2022 after selling out during the quarter.
Tower Bridge Advisors sold 800 MongoDB shares in Q3 2022, an estimated $208K.
Tower Bridge Advisors first reported a position in MongoDB in Q2 2018 and held it in 17 quarters.
Tower Bridge Advisors's MongoDB position peaked at $539K in Q4 2020.
507 funds tracked by Wall St. Rank held MongoDB as of Q3 2022.

Based on Tower Bridge Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.