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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 – 1272
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
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