WWM
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Western Wealth Management’s MongoDB MDB Stock Holding History

Western Wealth Management’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
Q3 		– Sell
-1,114
Closed -$278K – 757
2024
Q2 		$278K Sell
1,114
-115
-9% -$36.3K 0.02% 523
2024
Q1 		$441K Buy
+1,229
New +$502K 0.03% 397
2023
Q4 		– Sell
-2,620
Closed -$906K – 706
2023
Q3 		$906K Buy
2,620
+1,615
+161% +$613K 0.08% 271
2023
Q2 		$413K Sell
1,005
-1,157
-54% -$337K 0.04% 426
2023
Q1 		$504K Buy
2,162
+98
+5% +$20.6K 0.05% 368
2022
Q4 		$406K Sell
2,064
-2,302
-53% -$410K 0.04% 386
2022
Q3 		$868K Buy
4,366
+3,236
+286% +$944K 0.05% 338
2022
Q2 		$293K Buy
+1,130
New +$353K 0.02% 626

Other funds holding MDB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Western Wealth Management's MDB Position: Q3 2024 in Review

Western Wealth Management sold out of MongoDB (MDB) in Q3 2024, closing a stake of 1,114 shares — an estimated $278K sold.

Western Wealth Management first reported a position in MDB in Q2 2022 and held it in 8 quarters. The position peaked at $906K in Q3 2023. 664 funds tracked by Wall St. Rank hold MDB as of Q3 2024.

  • Western Wealth Management reported no remaining MongoDB position as of Q3 2024 after selling out during the quarter.
  • Western Wealth Management sold 1,114 MongoDB shares in Q3 2024, an estimated $278K.
  • Western Wealth Management first reported a position in MongoDB in Q2 2022 and held it in 8 quarters.
  • Western Wealth Management's MongoDB position peaked at $906K in Q3 2023.
  • 664 funds tracked by Wall St. Rank held MongoDB as of Q3 2024.

Based on Western Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.