CCG Wealth Management’s Mondelez International MDLZ Stock Holding History

CCG 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
2023 Q1	–	Sell	-4,701	Closed	-$313K	–	88
2022 Q4	$313K	Buy	4,701 +247	+6%	+$15.6K	0.17%	61
2022 Q3	$244K	Sell	4,454 -103	-2%	-$6.4K	0.15%	73
2022 Q2	$283K	Hold	4,557	–	–	0.16%	72
2022 Q1	$286K	Buy	+4,557	New	+$297K	0.14%	90
2020 Q1	–	Sell	-3,754	Closed	-$207K	–	80
2019 Q4	$207K	Buy	+3,754	New	+$201K	0.13%	98

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCG Wealth Management's MDLZ Position: Q1 2023 in Review

CCG Wealth Management sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 4,701 shares — an estimated $313K sold.

CCG Wealth Management first reported a position in MDLZ in Q4 2019 and held it in 5 quarters. The position peaked at $313K in Q4 2022. 1,878 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

CCG Wealth Management reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
CCG Wealth Management sold 4,701 Mondelez International shares in Q1 2023, an estimated $313K.
CCG Wealth Management first reported a position in Mondelez International in Q4 2019 and held it in 5 quarters.
CCG Wealth Management's Mondelez International position peaked at $313K in Q4 2022.
1,878 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on CCG Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.