Wipfli Financial Advisors’s MongoDB MDB Stock Holding History

Wipfli Financial Advisors’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 Q3	$14K	Buy	+69	New	+$20.1K	﹤0.01%	1717

Other funds holding MDB

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Wipfli Financial Advisors's MDB Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in MongoDB (MDB) in Q3 2022: 69 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1717 among its holdings.

507 funds tracked by Wall St. Rank hold MDB as of Q3 2022.

Wipfli Financial Advisors held 69 shares of MongoDB worth $14K as of Q3 2022.
MongoDB was a new Wipfli Financial Advisors position in Q3 2022.
MongoDB made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1717 holding.
507 funds tracked by Wall St. Rank held MongoDB as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.