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Navis Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Navis 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
Q1 		– Sell
-443
Closed -$26K – 157
2020
Q4 		$26K Buy
+443
New +$25.3K 0.02% 154

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Navis Wealth Advisors's MDLZ Position: Q1 2021 in Review

Navis Wealth Advisors sold out of Mondelez International (MDLZ) in Q1 2021, closing a stake of 443 shares — an estimated $26K sold.

Navis Wealth Advisors first reported a position in MDLZ in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 1,640 funds tracked by Wall St. Rank hold MDLZ as of Q1 2021.

  • Navis Wealth Advisors reported no remaining Mondelez International position as of Q1 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 443 Mondelez International shares in Q1 2021, an estimated $26K.
  • Navis Wealth Advisors first reported a position in Mondelez International in Q4 2020 and held it in 1 quarter.
  • Navis Wealth Advisors's Mondelez International position peaked at $26K in Q4 2020.
  • 1,640 funds tracked by Wall St. Rank held Mondelez International as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.