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Frontier Wealth Management’s Mondelez International MDLZ Stock Holding History

Frontier 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
Q2 		$650K Hold
10,465
– – 0.05% 215
2022
Q1 		$666K Buy
10,465
+172
+2% +$11.2K 0.01% 214
2021
Q4 		$683K Hold
10,293
– – 0.05% 235
2021
Q3 		$599K Sell
10,293
-6,115
-37% -$380K 0.04% 245
2021
Q2 		$1.02M Buy
16,408
+115
+0.7% +$7.08K 0.07% 176
2021
Q1 		$954K Buy
16,293
+135
+0.8% +$7.62K 0.07% 170
2020
Q4 		$945K Hold
16,158
– – 0.08% 164
2020
Q3 		$928K Buy
16,158
+886
+6% +$49.3K 0.09% 159
2020
Q2 		$781K Buy
15,272
+933
+7% +$47.9K 0.07% 166
2020
Q1 		$718K Buy
14,339
+1,684
+13% +$91.2K 0.12% 149
2019
Q4 		$697K Sell
12,655
-1,255
-9% -$67.1K 0.11% 140
2019
Q3 		$770K Sell
13,910
-500
-3% -$27.4K 0.11% 148
2019
Q2 		$777K Sell
14,410
-296
-2% -$15.4K 0.11% 140
2019
Q1 		$734K Sell
14,706
-63
-0.4% -$2.89K 0.1% 176
2018
Q4 		$591K Sell
14,769
-1,066
-7% -$45.4K 0.09% 184
2018
Q3 		$680K Sell
15,835
-218
-1% -$9.3K 0.06% 188
2018
Q2 		$658K Buy
16,053
+74
+0.5% +$2.97K 0.09% 185
2018
Q1 		$667K Sell
15,979
-2,795
-15% -$121K 0.09% 186
2017
Q4 		$804K Sell
18,774
-4,112
-18% -$173K 0.13% 155
2017
Q3 		$931K Sell
22,886
-304
-1% -$12.9K 0.13% 158
2017
Q2 		$1M Buy
23,190
+75
+0.3% +$3.38K 0.15% 153
2017
Q1 		$996K Buy
23,115
+4,091
+22% +$181K 0.15% 155
2016
Q4 		$843K Buy
19,024
+9
+0% +$388 0.14% 170
2016
Q3 		$835K Sell
19,015
-9
-0% -$395 0.13% 160
2016
Q2 		$866K Buy
19,024
+2,900
+18% +$126K 0.14% 150
2016
Q1 		$647K Hold
16,124
– – 0.05% 177
2015
Q4 		$723K Sell
16,124
-21
-0.1% -$939 0.12% 163
2015
Q3 		$676K Buy
16,145
+1,754
+12% +$75.6K 0.11% 170
2015
Q2 		$592K Buy
14,391
+2,951
+26% +$116K 0.09% 183
2015
Q1 		$413K Sell
11,440
-2,585
-18% -$93.5K 0.07% 190
2014
Q4 		$509K Buy
+14,025
New +$510K 0.1% 140

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Frontier Wealth Management's MDLZ Position: Q2 2022 in Review

Frontier Wealth Management held its Mondelez International (MDLZ) position steady in Q2 2022 at 10,465 shares worth $650K. The position accounts for 0.05% of the portfolio, ranked #215.

Frontier Wealth Management first reported a position in MDLZ in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.02M in Q2 2021. 1,772 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

  • Frontier Wealth Management held 10,465 shares of Mondelez International worth $650K as of Q2 2022.
  • Frontier Wealth Management left its Mondelez International share count unchanged in Q2 2022.
  • Mondelez International made up 0.05% of Frontier Wealth Management's portfolio in Q2 2022, its #215 holding.
  • Frontier Wealth Management first reported a position in Mondelez International in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's Mondelez International position peaked at $1.02M in Q2 2021.
  • 1,772 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.