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CWS Financial Advisors’s Mondelez International MDLZ Stock Holding History

CWS Financial 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
2023
Q4 		– Sell
-3,051
Closed -$212K – 163
2023
Q3 		$212K Buy
3,051
+1
+0% +$72 0.08% 133
2023
Q2 		$222K Sell
3,050
-98
-3% -$7.24K 0.08% 137
2023
Q1 		$219K Buy
+3,148
New +$209K 0.09% 133
2020
Q3 		– Sell
-5,303
Closed -$271K – 128
2020
Q2 		$271K Sell
5,303
-762
-13% -$39.1K 0.2% 103
2020
Q1 		$334K Sell
6,065
-1,923
-24% -$104K 0.25% 83
2019
Q4 		$440K Buy
+7,988
New +$427K 0.32% 72

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

CWS Financial Advisors's MDLZ Position: Q4 2023 in Review

CWS Financial Advisors sold out of Mondelez International (MDLZ) in Q4 2023, closing a stake of 3,051 shares — an estimated $212K sold.

CWS Financial Advisors first reported a position in MDLZ in Q4 2019 and held it in 6 quarters. The position peaked at $440K in Q4 2019. 2,000 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

  • CWS Financial Advisors reported no remaining Mondelez International position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 3,051 Mondelez International shares in Q4 2023, an estimated $212K.
  • CWS Financial Advisors first reported a position in Mondelez International in Q4 2019 and held it in 6 quarters.
  • CWS Financial Advisors's Mondelez International position peaked at $440K in Q4 2019.
  • 2,000 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.