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Trifecta Capital Advisors’s monday.com MNDY Stock Holding History

Trifecta Capital Advisors’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$27.8K – 417
2024
Q3 		$27.8K Hold
100
– – 0.01% 174
2024
Q2 		$24.1K Buy
+100
New +$21.1K 0.01% 177

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Franklin Resources
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T. Rowe Price Associates
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

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

Trifecta Capital Advisors sold out of monday.com (MNDY) in Q4 2024, closing a stake of 100 shares — an estimated $27.8K sold.

Trifecta Capital Advisors first reported a position in MNDY in Q2 2024 and held it in 2 quarters. The position peaked at $27.8K in Q3 2024. 439 funds tracked by Wall St. Rank hold MNDY as of Q4 2024.

  • Trifecta Capital Advisors reported no remaining monday.com position as of Q4 2024 after selling out during the quarter.
  • Trifecta Capital Advisors sold 100 monday.com shares in Q4 2024, an estimated $27.8K.
  • Trifecta Capital Advisors first reported a position in monday.com in Q2 2024 and held it in 2 quarters.
  • Trifecta Capital Advisors's monday.com position peaked at $27.8K in Q3 2024.
  • 439 funds tracked by Wall St. Rank held monday.com as of Q4 2024.

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