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	-200	Closed	-$53K	–	1269
2021 Q1	$53K	Buy	+200	New	+$70.9K	﹤0.01%	849

Other funds holding MDB

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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.