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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Advisory Partners's MDB Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of MongoDB (MDB) in Q2 2024, closing a stake of 605 shares — an estimated $217K sold.

Wealthcare Advisory Partners first reported a position in MDB in Q3 2018 and held it in 10 quarters. The position peaked at $282K in Q4 2023. 661 funds tracked by Wall St. Rank hold MDB as of Q2 2024.

Wealthcare Advisory Partners reported no remaining MongoDB position as of Q2 2024 after selling out during the quarter.
Wealthcare Advisory Partners sold 605 MongoDB shares in Q2 2024, an estimated $217K.
Wealthcare Advisory Partners first reported a position in MongoDB in Q3 2018 and held it in 10 quarters.
Wealthcare Advisory Partners's MongoDB position peaked at $282K in Q4 2023.
661 funds tracked by Wall St. Rank held MongoDB as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.