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Garrett Wealth Advisory Group’s Mondelez International MDLZ Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-2,348
Closed -$130K – 405
2019
Q3 		$130K Buy
+2,348
New +$128K 0.09% 72

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
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Garrett Wealth Advisory Group's MDLZ Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Mondelez International (MDLZ) in Q4 2019, closing a stake of 2,348 shares — an estimated $130K sold.

Garrett Wealth Advisory Group first reported a position in MDLZ in Q3 2019 and held it in 1 quarter. The position peaked at $130K in Q3 2019. 1,579 funds tracked by Wall St. Rank hold MDLZ as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Mondelez International position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 2,348 Mondelez International shares in Q4 2019, an estimated $130K.
  • Garrett Wealth Advisory Group first reported a position in Mondelez International in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Mondelez International position peaked at $130K in Q3 2019.
  • 1,579 funds tracked by Wall St. Rank held Mondelez International as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.