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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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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 $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return