VitalStone Financial’s MongoDB MDB Stock Holding History

VitalStone Financial’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
2023 Q3	–	Sell	-1	Closed	–	–	548
2023 Q2	$0	Hold	1	–	–	﹤0.01%	986
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	339
2022 Q4	$0	Buy	+1	New	+$178	﹤0.01%	553

Other funds holding MDB

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VitalStone Financial's MDB Position: Q3 2023 in Review

VitalStone Financial sold out of MongoDB (MDB) in Q3 2023, closing a stake of 1 share.

VitalStone Financial first reported a position in MDB in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q1 2023. 666 funds tracked by Wall St. Rank hold MDB as of Q3 2023.

VitalStone Financial reported no remaining MongoDB position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 1 MongoDB share in Q3 2023.
VitalStone Financial first reported a position in MongoDB in Q4 2022 and held it in 3 quarters.
VitalStone Financial's MongoDB position peaked at $1K in Q1 2023.
666 funds tracked by Wall St. Rank held MongoDB as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.