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Argent Wealth Management’s Mondelez International MDLZ Stock Holding History

Argent 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
2020
Q2 		$842K Buy
15,038
+5,514
+58% +$283K 0.14% 81
2020
Q1 		$496K Buy
9,524
+3,904
+69% +$211K 0.1% 103
2019
Q4 		$310K Buy
+5,620
New +$301K 0.05% 145

Other funds holding MDLZ

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Argent Wealth Management's MDLZ Position: Q2 2020 in Review

Argent Wealth Management increased its Mondelez International (MDLZ) stake by 58% in Q2 2020, buying an estimated $283K and bringing the position to 15,038 shares worth $842K. The position accounts for 0.14% of the portfolio, ranked #81.

Argent Wealth Management first reported a position in MDLZ in Q4 2019 and has held it in 3 quarters since. 1,552 funds tracked by Wall St. Rank hold MDLZ as of Q2 2020.

  • Argent Wealth Management held 15,038 shares of Mondelez International worth $842K as of Q2 2020.
  • Argent Wealth Management bought 5,514 Mondelez International shares in Q2 2020, an estimated $283K.
  • Mondelez International made up 0.14% of Argent Wealth Management's portfolio in Q2 2020, its #81 holding.
  • Argent Wealth Management first reported a position in Mondelez International in Q4 2019 and has held it in 3 quarters since.
  • 1,552 funds tracked by Wall St. Rank held Mondelez International as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.