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ARS Wealth Advisors’s Mondelez International MDLZ Stock Holding History

ARS 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
2018
Q3 		– Sell
-5,860
Closed -$240K – 120
2018
Q2 		$240K Buy
+5,860
New +$235K 0.09% 99

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

ARS Wealth Advisors's MDLZ Position: Q3 2018 in Review

ARS Wealth Advisors sold out of Mondelez International (MDLZ) in Q3 2018, closing a stake of 5,860 shares — an estimated $240K sold.

ARS Wealth Advisors first reported a position in MDLZ in Q2 2018 and held it in 1 quarter. The position peaked at $240K in Q2 2018. 1,345 funds tracked by Wall St. Rank hold MDLZ as of Q3 2018.

  • ARS Wealth Advisors reported no remaining Mondelez International position as of Q3 2018 after selling out during the quarter.
  • ARS Wealth Advisors sold 5,860 Mondelez International shares in Q3 2018, an estimated $240K.
  • ARS Wealth Advisors first reported a position in Mondelez International in Q2 2018 and held it in 1 quarter.
  • ARS Wealth Advisors's Mondelez International position peaked at $240K in Q2 2018.
  • 1,345 funds tracked by Wall St. Rank held Mondelez International as of Q3 2018.

Based on ARS Wealth Advisors's 13F filing for Q3 2018, filed 11 Jun 2021.