Alterna Wealth Management’s Mondelez International MDLZ Stock Holding History

Alterna Wealth Management’s Portfolio MDLZ Stock Details MDLZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,943	Closed	-$217K	–	111
2024 Q3	$217K	Buy	+2,943	New	+$207K	0.19%	89
2019 Q1	–	Sell	-15,145	Closed	-$654K	–	244
2018 Q4	$654K	Buy	+15,145	New	+$646K	0.11%	139

Other funds holding MDLZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Alterna Wealth Management's MDLZ Position: Q4 2024 in Review

Alterna Wealth Management sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 2,943 shares — an estimated $217K sold.

Alterna Wealth Management first reported a position in MDLZ in Q4 2018 and held it in 2 quarters. The position peaked at $654K in Q4 2018. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

Alterna Wealth Management reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
Alterna Wealth Management sold 2,943 Mondelez International shares in Q4 2024, an estimated $217K.
Alterna Wealth Management first reported a position in Mondelez International in Q4 2018 and held it in 2 quarters.
Alterna Wealth Management's Mondelez International position peaked at $654K in Q4 2018.
1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Alterna Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.