Valeo Financial Advisors’s MongoDB MDB Stock Holding History

Valeo Financial 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 Q2	–	Sell	-185	Closed	-$49K	–	1270
2021 Q1	$49K	Sell	185 -36	-16%	-$12.8K	﹤0.01%	878
2020 Q4	$79K	Sell	221 -200	-48%	-$55.9K	﹤0.01%	636
2020 Q3	$97K	Buy	421 +26	+7%	+$5.64K	0.01%	481
2020 Q2	$89K	Hold	395	–	–	0.01%	538
2020 Q1	$55K	Buy	395 +15	+4%	+$2.21K	0.01%	577
2019 Q4	$50K	Sell	380 -24	-6%	-$3.15K	﹤0.01%	651
2019 Q3	$49K	Hold	404	–	–	0.01%	609
2019 Q2	$61K	Buy	404 +92	+29%	+$13.4K	0.01%	547
2019 Q1	$46K	Sell	312 -13	-4%	-$1.33K	0.01%	581
2018 Q4	$27K	Hold	325	–	–	﹤0.01%	627
2018 Q3	$26K	Buy	325 +150	+86%	+$10K	﹤0.01%	689
2018 Q2	$11K	Hold	175	–	–	﹤0.01%	917
2018 Q1	$8K	Hold	175	–	–	﹤0.01%	994
2017 Q4	$5K	Buy	+175	New	+$5.12K	﹤0.01%	1012

Other funds holding MDB

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

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

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

BlackRock New York $6.73T AUM 46.02% 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

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

Valeo Financial Advisors's MDB Position: Q2 2021 in Review

Valeo Financial Advisors sold out of MongoDB (MDB) in Q2 2021, closing a stake of 185 shares — an estimated $49K sold.

Valeo Financial Advisors first reported a position in MDB in Q4 2017 and held it in 14 quarters. The position peaked at $97K in Q3 2020. 463 funds tracked by Wall St. Rank hold MDB as of Q2 2021.

Valeo Financial Advisors reported no remaining MongoDB position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 185 MongoDB shares in Q2 2021, an estimated $49K.
Valeo Financial Advisors first reported a position in MongoDB in Q4 2017 and held it in 14 quarters.
Valeo Financial Advisors's MongoDB position peaked at $97K in Q3 2020.
463 funds tracked by Wall St. Rank held MongoDB as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.