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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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