WAP
MDB icon

Wealthcare Advisory Partners’s MongoDB MDB Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-605
Closed -$217K – 851
2024
Q1 		$217K Sell
605
-84
-12% -$34.3K 0.01% 753
2023
Q4 		$282K Buy
+689
New +$261K 0.01% 625
2021
Q2 		– Sell
-288
Closed -$77K – 1313
2021
Q1 		$77K Buy
+288
New +$102K 0.01% 748
2020
Q2 		– Sell
-388
Closed -$53K – 940
2020
Q1 		$53K Buy
388
+113
+41% +$16.7K 0.01% 502
2019
Q4 		$36K Hold
275
– – ﹤0.01% 622
2019
Q3 		$33K Buy
275
+75
+38% +$10.8K ﹤0.01% 627
2019
Q2 		$30K Hold
200
– – ﹤0.01% 624
2019
Q1 		$29K Hold
200
– – ﹤0.01% 574
2018
Q4 		$17K Hold
200
– – ﹤0.01% 663
2018
Q3 		$16K Buy
+200
New +$13.3K ﹤0.01% 735

Other funds holding MDB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return