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Focused Wealth Management’s Mondelez International MDLZ Stock Holding History

Focused 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
2022
Q4 		– Sell
-5,000
Closed -$10K – 1139
2022
Q3 		$10K Buy
+5,000
New +$311K ﹤0.01% 495
2021
Q4 		– Sell
-10,400
Closed -$14K – 1054
2021
Q3 		$14K Buy
+10,400
New +$647K ﹤0.01% 560

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focused Wealth Management's MDLZ Position: Q1 2024 in Review

Focused Wealth Management sold out of Mondelez International (MDLZ) in Q1 2024, closing a stake of 1,906 shares — an estimated $138K sold.

Focused Wealth Management first reported a position in MDLZ in Q3 2013 and held it in 42 quarters. The position peaked at $555K in Q2 2017. 1,991 funds tracked by Wall St. Rank hold MDLZ as of Q1 2024.

  • Focused Wealth Management reported no remaining Mondelez International position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 1,906 Mondelez International shares in Q1 2024, an estimated $138K.
  • Focused Wealth Management first reported a position in Mondelez International in Q3 2013 and held it in 42 quarters.
  • Focused Wealth Management's Mondelez International position peaked at $555K in Q2 2017.
  • 1,991 funds tracked by Wall St. Rank held Mondelez International as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.