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Intercontinental Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-270
Closed -$16K – 249
2019
Q4 		$16K Hold
270
– – 0.01% 243
2019
Q3 		$15K Hold
270
– – 0.01% 300
2019
Q2 		$15K Hold
270
– – 0.01% 298
2019
Q1 		$13K Sell
270
-80
-23% -$3.67K 0.01% 341
2018
Q4 		$14K Buy
+350
New +$14.9K 0.01% 335

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intercontinental Wealth Advisors's MDLZ Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Mondelez International (MDLZ) in Q1 2020, closing a stake of 270 shares — an estimated $16K sold.

Intercontinental Wealth Advisors first reported a position in MDLZ in Q4 2018 and held it in 5 quarters. The position peaked at $16K in Q4 2019. 1,529 funds tracked by Wall St. Rank hold MDLZ as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Mondelez International position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 270 Mondelez International shares in Q1 2020, an estimated $16K.
  • Intercontinental Wealth Advisors first reported a position in Mondelez International in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Mondelez International position peaked at $16K in Q4 2019.
  • 1,529 funds tracked by Wall St. Rank held Mondelez International as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.