TRUE Private Wealth Advisors’s MongoDB MDB Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-331	Closed	-$118K	–	511
2020 Q4	$118K	Sell	331 -250	-43%	-$69.8K	0.02%	253
2020 Q3	$134K	Hold	581	–	–	0.02%	219
2020 Q2	$131K	Sell	581 -350	-38%	-$64.8K	0.02%	212
2020 Q1	$127K	Sell	931 -100	-10%	-$14.8K	0.03%	182
2019 Q4	$135K	Buy	+1,031	New	+$135K	0.02%	257
2019 Q3	–	Sell	-1,431	Closed	-$217K	–	525
2019 Q2	$217K	Sell	1,431 -300	-17%	-$43.5K	0.04%	181
2019 Q1	$254K	Buy	+1,731	New	+$178K	0.05%	174
2018 Q4	–	Sell	-2,231	Closed	-$182K	–	649
2018 Q3	$182K	Buy	+2,231	New	+$149K	0.03%	272

Other funds holding MDB

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WRCM

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

TRUE Private Wealth Advisors's MDB Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of MongoDB (MDB) in Q1 2021, closing a stake of 331 shares — an estimated $118K sold.

TRUE Private Wealth Advisors first reported a position in MDB in Q3 2018 and held it in 8 quarters. The position peaked at $254K in Q1 2019. 468 funds tracked by Wall St. Rank hold MDB as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining MongoDB position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 331 MongoDB shares in Q1 2021, an estimated $118K.
TRUE Private Wealth Advisors first reported a position in MongoDB in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's MongoDB position peaked at $254K in Q1 2019.
468 funds tracked by Wall St. Rank held MongoDB as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.