IPW
MDLZ icon

Impact Partnership Wealth’s Mondelez International MDLZ Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-29
Closed -$2.03K – 493
2024
Q1 		$2.03K Hold
29
– – ﹤0.01% 577
2023
Q4 		$2.1K Sell
29
-600
-95% -$41.1K ﹤0.01% 686
2023
Q3 		$43.7K Buy
629
+597
+1,866% +$43K 0.01% 412
2023
Q2 		$2.33K Buy
+32
New +$2.36K ﹤0.01% 632

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Impact Partnership Wealth's MDLZ Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 29 shares — an estimated $2.03K sold.

Impact Partnership Wealth first reported a position in MDLZ in Q2 2023 and held it in 4 quarters. The position peaked at $43.7K in Q3 2023. 1,962 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 29 Mondelez International shares in Q2 2024, an estimated $2.03K.
  • Impact Partnership Wealth first reported a position in Mondelez International in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Mondelez International position peaked at $43.7K in Q3 2023.
  • 1,962 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.