Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Mondelez International MDLZ Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-650
Closed -$45.1K – 314
2023
Q3 		$45.1K Buy
+650
New +$46.8K 0.01% 188

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T. Rowe Price Associates
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JP Morgan Chase
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Capital Research Global Investors
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Legacy Financial Group (Iowa)'s MDLZ Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Mondelez International (MDLZ) in Q4 2023, closing a stake of 650 shares — an estimated $45.1K sold.

Legacy Financial Group (Iowa) first reported a position in MDLZ in Q3 2023 and held it in 1 quarter. The position peaked at $45.1K in Q3 2023. 1,999 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Mondelez International position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 650 Mondelez International shares in Q4 2023, an estimated $45.1K.
  • Legacy Financial Group (Iowa) first reported a position in Mondelez International in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Mondelez International position peaked at $45.1K in Q3 2023.
  • 1,999 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.