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B. Riley Wealth Management’s Mondelez International MDLZ Stock Holding History

B. Riley 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
2022
Q2 		$704K Buy
11,332
+1,487
+15% +$93.9K 0.07% 235
2022
Q1 		$618K Sell
9,845
-4,268
-30% -$278K 0.05% 293
2021
Q4 		$936K Buy
14,113
+666
+5% +$41.1K 0.06% 244
2021
Q3 		$782K Buy
13,447
+8,065
+150% +$502K 0.06% 259
2021
Q2 		$336K Hold
5,382
– – 0.04% 296
2021
Q1 		$315K Sell
5,382
-135
-2% -$7.62K 0.04% 293
2020
Q4 		$323K Sell
5,517
-2,940
-35% -$168K 0.04% 263
2020
Q3 		$486K Sell
8,457
-9,154
-52% -$510K 0.06% 231
2020
Q2 		$901K Sell
17,611
-1,504
-8% -$77.3K 0.1% 169
2020
Q1 		$957K Buy
19,115
+12,350
+183% +$669K 0.1% 184
2019
Q4 		$373K Sell
6,765
-4,801
-42% -$257K 0.06% 253
2019
Q3 		$640K Sell
11,566
-1,093
-9% -$59.8K 0.11% 175
2019
Q2 		$682K Sell
12,659
-1,256
-9% -$65.2K 0.1% 173
2019
Q1 		$695K Buy
13,915
+4,859
+54% +$223K 0.12% 171
2018
Q4 		$363K Sell
9,056
-1,097
-11% -$46.8K 0.08% 216
2018
Q3 		$436K Buy
+10,153
New +$433K 0.11% 163
2016
Q1 		$292K Sell
7,301
-608
-8% -$24.8K 0.44% 84
2015
Q4 		$354K Sell
7,909
-116
-1% -$5.19K 0.45% 74
2015
Q3 		$336K Sell
8,025
-32
-0.4% -$1.38K 0.48% 76
2015
Q2 		$331K Sell
8,057
-48
-0.6% -$1.88K 0.26% 110
2015
Q1 		$292K Sell
8,105
-1,068
-12% -$38.6K 0.22% 129
2014
Q4 		$333K Buy
9,173
+193
+2% +$7.03K 0.27% 97
2014
Q3 		$307K Buy
8,980
+5,843
+186% +$213K 0.23% 128
2014
Q2 		$117K Sell
3,137
-748
-19% -$27.3K 0.08% 322
2014
Q1 		$134K Buy
+3,885
New +$133K 0.1% 258

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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

B. Riley Wealth Management's MDLZ Position: Q2 2022 in Review

B. Riley Wealth Management increased its Mondelez International (MDLZ) stake by 15% in Q2 2022, buying an estimated $93.9K and bringing the position to 11,332 shares worth $704K. The position accounts for 0.07% of the portfolio, ranked #235.

B. Riley Wealth Management first reported a position in MDLZ in Q1 2014 and has held it in 25 quarters since. The position peaked at $957K in Q1 2020. 1,772 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

  • B. Riley Wealth Management held 11,332 shares of Mondelez International worth $704K as of Q2 2022.
  • B. Riley Wealth Management bought 1,487 Mondelez International shares in Q2 2022, an estimated $93.9K.
  • Mondelez International made up 0.07% of B. Riley Wealth Management's portfolio in Q2 2022, its #235 holding.
  • B. Riley Wealth Management first reported a position in Mondelez International in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Mondelez International position peaked at $957K in Q1 2020.
  • 1,772 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.