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Amplius Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-885
Closed -$58K – 605
2021
Q4 		$58K Buy
+885
New +$54.6K 0.01% 309

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Amplius Wealth Advisors's MDLZ Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Mondelez International (MDLZ) in Q1 2022, closing a stake of 885 shares — an estimated $58K sold.

Amplius Wealth Advisors first reported a position in MDLZ in Q4 2021 and held it in 1 quarter. The position peaked at $58K in Q4 2021. 1,803 funds tracked by Wall St. Rank hold MDLZ as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Mondelez International position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 885 Mondelez International shares in Q1 2022, an estimated $58K.
  • Amplius Wealth Advisors first reported a position in Mondelez International in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Mondelez International position peaked at $58K in Q4 2021.
  • 1,803 funds tracked by Wall St. Rank held Mondelez International as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.