ZCA
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Zeke Capital Advisors’s MongoDB MDB Stock Holding History

Zeke Capital 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
Q4 		– Sell
-1,137
Closed -$226K – 517
2022
Q3 		$226K Buy
1,137
+236
+26% +$68.9K 0.02% 399
2022
Q2 		$234K Sell
901
-2
-0.2% -$625 0.02% 406
2022
Q1 		$401K Buy
+903
New +$353K 0.02% 283

Other funds holding MDB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Zeke Capital Advisors's MDB Position: Q4 2022 in Review

Zeke Capital Advisors sold out of MongoDB (MDB) in Q4 2022, closing a stake of 1,137 shares — an estimated $226K sold.

Zeke Capital Advisors first reported a position in MDB in Q1 2022 and held it in 3 quarters. The position peaked at $401K in Q1 2022. 522 funds tracked by Wall St. Rank hold MDB as of Q4 2022.

  • Zeke Capital Advisors reported no remaining MongoDB position as of Q4 2022 after selling out during the quarter.
  • Zeke Capital Advisors sold 1,137 MongoDB shares in Q4 2022, an estimated $226K.
  • Zeke Capital Advisors first reported a position in MongoDB in Q1 2022 and held it in 3 quarters.
  • Zeke Capital Advisors's MongoDB position peaked at $401K in Q1 2022.
  • 522 funds tracked by Wall St. Rank held MongoDB as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.