Monograph Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Monograph 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
2024 Q2	–	Sell	-5,900	Closed	-$416K	–	142
2024 Q1	$416K	Buy	+5,900	New	+$431K	0.06%	111
2023 Q4	–	Sell	-43,800	Closed	-$3.06M	–	127
2023 Q3	$3.06M	Buy	+43,800	New	+$3.16M	0.6%	22

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Monograph Wealth Advisors's MDLZ Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 5,900 shares — an estimated $416K sold.

Monograph Wealth Advisors first reported a position in MDLZ in Q3 2023 and held it in 2 quarters. The position peaked at $3.06M in Q3 2023. 1,962 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

Monograph Wealth Advisors reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
Monograph Wealth Advisors sold 5,900 Mondelez International shares in Q2 2024, an estimated $416K.
Monograph Wealth Advisors first reported a position in Mondelez International in Q3 2023 and held it in 2 quarters.
Monograph Wealth Advisors's Mondelez International position peaked at $3.06M in Q3 2023.
1,962 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.