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Heritage Oak Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Heritage Oak Wealth 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
2024
Q3 		– Sell
-7,849
Closed -$514K – 185
2024
Q2 		$514K Buy
+7,849
New +$539K 0.26% 53

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Oak Wealth Advisors's MDLZ Position: Q3 2024 in Review

Heritage Oak Wealth Advisors sold out of Mondelez International (MDLZ) in Q3 2024, closing a stake of 7,849 shares — an estimated $514K sold.

Heritage Oak Wealth Advisors first reported a position in MDLZ in Q2 2024 and held it in 1 quarter. The position peaked at $514K in Q2 2024. 1,984 funds tracked by Wall St. Rank hold MDLZ as of Q3 2024.

  • Heritage Oak Wealth Advisors reported no remaining Mondelez International position as of Q3 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 7,849 Mondelez International shares in Q3 2024, an estimated $514K.
  • Heritage Oak Wealth Advisors first reported a position in Mondelez International in Q2 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Mondelez International position peaked at $514K in Q2 2024.
  • 1,984 funds tracked by Wall St. Rank held Mondelez International as of Q3 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.