Voisard Asset Management Group’s MongoDB MDB Stock Holding History

Voisard Asset Management Group’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
2024 Q4	–	Sell	-1	Closed	-$271	–	422
2024 Q3	$271	Buy	+1	New	+$260	﹤0.01%	696

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Voisard Asset Management Group's MDB Position: Q4 2024 in Review

Voisard Asset Management Group sold out of MongoDB (MDB) in Q4 2024, closing a stake of 1 share — an estimated $271 sold.

Voisard Asset Management Group first reported a position in MDB in Q3 2024 and held it in 1 quarter. The position peaked at $271 in Q3 2024. 712 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

Voisard Asset Management Group reported no remaining MongoDB position as of Q4 2024 after selling out during the quarter.
Voisard Asset Management Group sold 1 MongoDB share in Q4 2024, an estimated $271.
Voisard Asset Management Group first reported a position in MongoDB in Q3 2024 and held it in 1 quarter.
Voisard Asset Management Group's MongoDB position peaked at $271 in Q3 2024.
712 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.