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IVC Wealth Advisors’s Mondelez International MDLZ Stock Holding History

IVC 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
Q3 		– Sell
-3,363
Closed -$210K – 145
2021
Q2 		$210K Buy
+3,363
New +$207K 0.15% 127

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IVC Wealth Advisors's MDLZ Position: Q3 2021 in Review

IVC Wealth Advisors sold out of Mondelez International (MDLZ) in Q3 2021, closing a stake of 3,363 shares — an estimated $210K sold.

IVC Wealth Advisors first reported a position in MDLZ in Q2 2021 and held it in 1 quarter. The position peaked at $210K in Q2 2021. 1,651 funds tracked by Wall St. Rank hold MDLZ as of Q3 2021.

  • IVC Wealth Advisors reported no remaining Mondelez International position as of Q3 2021 after selling out during the quarter.
  • IVC Wealth Advisors sold 3,363 Mondelez International shares in Q3 2021, an estimated $210K.
  • IVC Wealth Advisors first reported a position in Mondelez International in Q2 2021 and held it in 1 quarter.
  • IVC Wealth Advisors's Mondelez International position peaked at $210K in Q2 2021.
  • 1,651 funds tracked by Wall St. Rank held Mondelez International as of Q3 2021.

Based on IVC Wealth Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.