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Clarus Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Clarus 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
2019
Q3 		– Sell
-1,305
Closed -$70K – 398
2019
Q2 		$70K Buy
1,305
+1
+0.1% +$52 0.05% 238
2019
Q1 		$65K Buy
1,304
+2
+0.2% +$92 0.05% 255
2018
Q4 		$52K Buy
1,302
+1
+0.1% +$43 0.08% 253
2018
Q3 		$56K Buy
1,301
+2
+0.2% +$85 0.04% 278
2018
Q2 		$54K Buy
+1,299
New +$52.2K 0.04% 272

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clarus Wealth Advisors's MDLZ Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Mondelez International (MDLZ) in Q3 2019, closing a stake of 1,305 shares — an estimated $70K sold.

Clarus Wealth Advisors first reported a position in MDLZ in Q2 2018 and held it in 5 quarters. The position peaked at $70K in Q2 2019. 1,498 funds tracked by Wall St. Rank hold MDLZ as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Mondelez International position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,305 Mondelez International shares in Q3 2019, an estimated $70K.
  • Clarus Wealth Advisors first reported a position in Mondelez International in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Mondelez International position peaked at $70K in Q2 2019.
  • 1,498 funds tracked by Wall St. Rank held Mondelez International as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.