TWM
MDB icon

Tradition Wealth Management’s MongoDB MDB Stock Holding History

Tradition 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
-303
Closed -$79K – 1201
2022
Q2 		$79K Hold
303
– – 0.01% 388
2022
Q1 		$134K Hold
303
– – 0.02% 349
2021
Q4 		$160K Hold
303
– – 0.02% 333
2021
Q3 		$143K Hold
303
– – 0.02% 318
2021
Q2 		$110K Buy
+303
New +$93.7K 0.02% 375

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Tradition Wealth Management's MDB Position: Q3 2022 in Review

Tradition Wealth Management sold out of MongoDB (MDB) in Q3 2022, closing a stake of 303 shares — an estimated $79K sold.

Tradition Wealth Management first reported a position in MDB in Q2 2021 and held it in 5 quarters. The position peaked at $160K in Q4 2021. 507 funds tracked by Wall St. Rank hold MDB as of Q3 2022.

  • Tradition Wealth Management reported no remaining MongoDB position as of Q3 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 303 MongoDB shares in Q3 2022, an estimated $79K.
  • Tradition Wealth Management first reported a position in MongoDB in Q2 2021 and held it in 5 quarters.
  • Tradition Wealth Management's MongoDB position peaked at $160K in Q4 2021.
  • 507 funds tracked by Wall St. Rank held MongoDB as of Q3 2022.

Based on Tradition Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.