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Heritage Wealth Management (Arizona)’s Mondelez International MDLZ Stock Holding History

Heritage Wealth Management (Arizona)’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 		$18.3K Buy
274
+236
+621% +$14.9K ﹤0.01% 680
2022
Q3 		$2K Hold
38
– – ﹤0.01% 885
2022
Q2 		$2.36K Sell
38
-1,695
-98% -$107K ﹤0.01% 868
2022
Q1 		$109K Buy
+1,733
New +$113K 0.03% 357
2021
Q3 		$101K Buy
1,733
+38
+2% +$2.36K 0.04% 338
2021
Q2 		$106K Buy
+1,695
New +$104K 0.04% 329

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MDLZ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Mondelez International (MDLZ) stake by 621% in Q4 2022, buying an estimated $14.9K and bringing the position to 274 shares worth $18.3K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Heritage Wealth Management (Arizona) first reported a position in MDLZ in Q2 2021 and has held it in 6 quarters since. The position peaked at $109K in Q1 2022. 1,830 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 274 shares of Mondelez International worth $18.3K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 236 Mondelez International shares in Q4 2022, an estimated $14.9K.
  • Mondelez International made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #680 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Mondelez International in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Mondelez International position peaked at $109K in Q1 2022.
  • 1,830 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.