Winch Advisory Services’s MongoDB MDB Stock Holding History

Winch Advisory Services’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
2022 Q2	–	Sell	-79	Closed	-$35K	–	459
2022 Q1	$35K	Buy	79 +5	+7%	+$1.96K	0.01%	159
2021 Q4	$39K	Hold	74	–	–	0.01%	145
2021 Q3	$35K	Buy	74 +26	+54%	+$10.5K	0.01%	157
2021 Q2	$17K	Sell	48 -17	-26%	-$5.26K	0.01%	224
2021 Q1	$17K	Buy	65 +34	+110%	+$12K	0.01%	200
2020 Q4	$11K	Buy	31 +12	+63%	+$3.35K	﹤0.01%	222
2020 Q3	$4K	Sell	19 -9	-32%	-$1.95K	﹤0.01%	280
2020 Q2	$6K	Buy	+28	New	+$5.19K	﹤0.01%	246

Other funds holding MDB

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Winch Advisory Services's MDB Position: Q2 2022 in Review

Winch Advisory Services sold out of MongoDB (MDB) in Q2 2022, closing a stake of 79 shares — an estimated $35K sold.

Winch Advisory Services first reported a position in MDB in Q2 2020 and held it in 8 quarters. The position peaked at $39K in Q4 2021. 538 funds tracked by Wall St. Rank hold MDB as of Q2 2022.

Winch Advisory Services reported no remaining MongoDB position as of Q2 2022 after selling out during the quarter.
Winch Advisory Services sold 79 MongoDB shares in Q2 2022, an estimated $35K.
Winch Advisory Services first reported a position in MongoDB in Q2 2020 and held it in 8 quarters.
Winch Advisory Services's MongoDB position peaked at $39K in Q4 2021.
538 funds tracked by Wall St. Rank held MongoDB as of Q2 2022.

Based on Winch Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.