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Castle Financial & Retirement Planning Associates’s Mondelez International MDLZ Stock Holding History

Castle Financial & Retirement Planning Associates’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
2021
Q4 		$0 Buy
+3
New +$185 ﹤0.01% 217

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's MDLZ Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Mondelez International (MDLZ) in Q4 2021: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings.

1,780 funds tracked by Wall St. Rank hold MDLZ as of Q4 2021.

  • Castle Financial & Retirement Planning Associates held 3 shares of Mondelez International worth $0 as of Q4 2021.
  • Mondelez International was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
  • Mondelez International made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #217 holding.
  • 1,780 funds tracked by Wall St. Rank held Mondelez International as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.