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WR Wealth Planners’s MongoDB MDB Stock Holding History

WR Wealth Planners’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
Q4 		$3.03K Sell
13
-20
-61% -$5.65K ﹤0.01% 786
2024
Q3 		$8.92K Hold
33
– – ﹤0.01% 649
2024
Q2 		$8.25K Sell
33
-27
-45% -$8.53K ﹤0.01% 637
2024
Q1 		$21.5K Buy
+60
New +$24.5K 0.01% 437
2023
Q4 		– Sell
-31
Closed -$10.7K – 583
2023
Q3 		$10.7K Buy
+31
New +$11.8K ﹤0.01% 546

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

WR Wealth Planners's MDB Position: Q4 2024 in Review

WR Wealth Planners reduced its MongoDB (MDB) stake by 61% in Q4 2024, selling an estimated $5.65K and leaving 13 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

WR Wealth Planners first reported a position in MDB in Q3 2023 and has held it in 5 quarters since. The position peaked at $21.5K in Q1 2024. 713 funds tracked by Wall St. Rank hold MDB as of Q4 2024.

  • WR Wealth Planners held 13 shares of MongoDB worth $3.03K as of Q4 2024.
  • WR Wealth Planners sold 20 MongoDB shares in Q4 2024, an estimated $5.65K.
  • MongoDB made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #786 holding.
  • WR Wealth Planners first reported a position in MongoDB in Q3 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's MongoDB position peaked at $21.5K in Q1 2024.
  • 713 funds tracked by Wall St. Rank held MongoDB as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.