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IBEX Wealth Advisors’s Mondelez International MDLZ Stock Holding History

IBEX 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
2021
Q4 		– Sell
-256
Closed -$15K – 331
2021
Q3 		$15K Buy
+256
New +$15.9K ﹤0.01% 338
2019
Q3 		– Sell
-489
Closed -$26K – 263
2019
Q2 		$26K Buy
+489
New +$25.4K 0.01% 264
2017
Q1 		– Sell
-1,401
Closed -$63K – 252
2016
Q4 		$63K Sell
1,401
-17,609
-93% -$759K 0.03% 165
2016
Q3 		$835K Buy
+19,010
New +$834K 0.46% 70

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IBEX Wealth Advisors's MDLZ Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Mondelez International (MDLZ) in Q4 2021, closing a stake of 256 shares — an estimated $15K sold.

IBEX Wealth Advisors first reported a position in MDLZ in Q3 2016 and held it in 4 quarters. The position peaked at $835K in Q3 2016. 1,779 funds tracked by Wall St. Rank hold MDLZ as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Mondelez International position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 256 Mondelez International shares in Q4 2021, an estimated $15K.
  • IBEX Wealth Advisors first reported a position in Mondelez International in Q3 2016 and held it in 4 quarters.
  • IBEX Wealth Advisors's Mondelez International position peaked at $835K in Q3 2016.
  • 1,779 funds tracked by Wall St. Rank held Mondelez International as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.