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TriaGen Wealth Management’s MongoDB MDB Stock Holding History

TriaGen 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
2024
Q2 		– Sell
-4,000
Closed -$1.43M – 170
2024
Q1 		$1.43M Sell
4,000
-4,032
-50% -$1.65M 0.6% 51
2023
Q4 		$3.28M Buy
+8,032
New +$3.05M 1.57% 10

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TriaGen Wealth Management's MDB Position: Q2 2024 in Review

TriaGen Wealth Management sold out of MongoDB (MDB) in Q2 2024, closing a stake of 4,000 shares — an estimated $1.43M sold.

TriaGen Wealth Management first reported a position in MDB in Q4 2023 and held it in 2 quarters. The position peaked at $3.28M in Q4 2023. 659 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

  • TriaGen Wealth Management reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
  • TriaGen Wealth Management sold 4,000 MongoDB shares in Q2 2024, an estimated $1.43M.
  • TriaGen Wealth Management first reported a position in MongoDB in Q4 2023 and held it in 2 quarters.
  • TriaGen Wealth Management's MongoDB position peaked at $3.28M in Q4 2023.
  • 659 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on TriaGen Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.