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Clear Perspectives Financial Planning’s Mondelez International MDLZ Stock Holding History

Clear Perspectives Financial Planning’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
Q4 		– Sell
-30
Closed -$2K – 253
2022
Q3 		$2K Buy
+30
New +$1.86K ﹤0.01% 187

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
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Clear Perspectives Financial Planning's MDLZ Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Mondelez International (MDLZ) in Q4 2022, closing a stake of 30 shares — an estimated $2K sold.

Clear Perspectives Financial Planning first reported a position in MDLZ in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 1,831 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Mondelez International position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 30 Mondelez International shares in Q4 2022, an estimated $2K.
  • Clear Perspectives Financial Planning first reported a position in Mondelez International in Q3 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Mondelez International position peaked at $2K in Q3 2022.
  • 1,831 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.