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Trifecta Capital Advisors’s MongoDB MDB Stock Holding History

Trifecta Capital 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
2024
Q4 		– Sell
-40
Closed -$10.8K – 416
2024
Q3 		$10.8K Hold
40
– – ﹤0.01% 215
2024
Q2 		$10K Buy
+40
New +$12.6K ﹤0.01% 217

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Trifecta Capital Advisors's MDB Position: Q4 2024 in Review

Trifecta Capital Advisors sold out of MongoDB (MDB) in Q4 2024, closing a stake of 40 shares — an estimated $10.8K sold.

Trifecta Capital Advisors first reported a position in MDB in Q2 2024 and held it in 2 quarters. The position peaked at $10.8K in Q3 2024. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • Trifecta Capital Advisors reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 40 MongoDB shares in Q4 2024, an estimated $10.8K.
  • Trifecta Capital Advisors first reported a position in MongoDB in Q2 2024 and held it in 2 quarters.
  • Trifecta Capital Advisors's MongoDB position peaked at $10.8K in Q3 2024.
  • 712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Trifecta Capital Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.