High Net Worth Advisory Group’s Mondelez International MDLZ Stock Holding History

High Net Worth 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
2023 Q1	–	Sell	-1,892	Closed	-$126K	–	420
2022 Q4	$126K	Sell	1,892 -69	-4%	-$4.36K	0.05%	223
2022 Q3	$108K	Buy	1,961 +308	+19%	+$19.1K	0.05%	233
2022 Q2	$103K	Sell	1,653 -500	-23%	-$31.6K	0.04%	236
2022 Q1	$135K	Buy	2,153 +692	+47%	+$45K	0.05%	219
2021 Q4	$97K	Buy	+1,461	New	+$90.2K	0.03%	258

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

High Net Worth Advisory Group's MDLZ Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Mondelez International (MDLZ) in Q1 2023, closing a stake of 1,892 shares — an estimated $126K sold.

High Net Worth Advisory Group first reported a position in MDLZ in Q4 2021 and held it in 5 quarters. The position peaked at $135K in Q1 2022. 1,878 funds tracked by Wall St. Rank hold MDLZ as of Q1 2023.

High Net Worth Advisory Group reported no remaining Mondelez International position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,892 Mondelez International shares in Q1 2023, an estimated $126K.
High Net Worth Advisory Group first reported a position in Mondelez International in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Mondelez International position peaked at $135K in Q1 2022.
1,878 funds tracked by Wall St. Rank held Mondelez International as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.