Lake Point Wealth Management’s Mondelez International MDLZ Stock Holding History

Lake Point Wealth Management’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
2022 Q2	$11K	Hold	180	–	–	0.01%	144
2022 Q1	$11K	Hold	180	–	–	0.01%	151
2021 Q4	$12K	Hold	180	–	–	0.01%	155
2021 Q3	$10K	Hold	180	–	–	﹤0.01%	165
2021 Q2	$11K	Buy	+180	New	+$11.1K	0.01%	164
2020 Q1	$9K	Hold	180	–	–	0.01%	115
2019 Q4	$10K	Buy	+180	New	+$9.63K	﹤0.01%	270
2019 Q1	–	Sell	-904	Closed	-$36K	–	790
2018 Q4	$36K	Buy	+904	New	+$38.5K	0.01%	287

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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Lake Point Wealth Management's MDLZ Position: Q2 2022 in Review

Lake Point Wealth Management held its Mondelez International (MDLZ) position steady in Q2 2022 at 180 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #144.

Lake Point Wealth Management first reported a position in MDLZ in Q4 2018 and has held it in 8 quarters since. The position peaked at $36K in Q4 2018. 1,772 funds tracked by Wall St. Rank hold MDLZ as of Q2 2022.

Lake Point Wealth Management held 180 shares of Mondelez International worth $11K as of Q2 2022.
Lake Point Wealth Management left its Mondelez International share count unchanged in Q2 2022.
Mondelez International made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #144 holding.
Lake Point Wealth Management first reported a position in Mondelez International in Q4 2018 and has held it in 8 quarters since.
Lake Point Wealth Management's Mondelez International position peaked at $36K in Q4 2018.
1,772 funds tracked by Wall St. Rank held Mondelez International as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.