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Buck Wealth Strategies’s Mondelez International MDLZ Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-544
Closed -$37.7K – 239
2023
Q3 		$37.7K Buy
544
+1
+0.2% +$72 0.02% 130
2023
Q2 		$39.6K Buy
543
+1
+0.2% +$74 0.02% 91
2023
Q1 		$37.8K Buy
+542
New +$35.9K 0.02% 66

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buck Wealth Strategies's MDLZ Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Mondelez International (MDLZ) in Q4 2023, closing a stake of 544 shares — an estimated $37.7K sold.

Buck Wealth Strategies first reported a position in MDLZ in Q1 2023 and held it in 3 quarters. The position peaked at $39.6K in Q2 2023. 1,999 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Mondelez International position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 544 Mondelez International shares in Q4 2023, an estimated $37.7K.
  • Buck Wealth Strategies first reported a position in Mondelez International in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Mondelez International position peaked at $39.6K in Q2 2023.
  • 1,999 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.