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Paradigm Strategies in Wealth Management’s Mondelez International MDLZ Stock Holding History

Paradigm Strategies in 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
2021
Q3 		– Sell
-415
Closed -$26K – 150
2021
Q2 		$26K Hold
415
– – 0.02% 127
2021
Q1 		$24K Buy
+415
New +$23.4K 0.02% 132

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

Paradigm Strategies in Wealth Management's MDLZ Position: Q3 2021 in Review

Paradigm Strategies in Wealth Management sold out of Mondelez International (MDLZ) in Q3 2021, closing a stake of 415 shares — an estimated $26K sold.

Paradigm Strategies in Wealth Management first reported a position in MDLZ in Q1 2021 and held it in 2 quarters. The position peaked at $26K in Q2 2021. 1,651 funds tracked by Wall St. Rank hold MDLZ as of Q3 2021.

  • Paradigm Strategies in Wealth Management reported no remaining Mondelez International position as of Q3 2021 after selling out during the quarter.
  • Paradigm Strategies in Wealth Management sold 415 Mondelez International shares in Q3 2021, an estimated $26K.
  • Paradigm Strategies in Wealth Management first reported a position in Mondelez International in Q1 2021 and held it in 2 quarters.
  • Paradigm Strategies in Wealth Management's Mondelez International position peaked at $26K in Q2 2021.
  • 1,651 funds tracked by Wall St. Rank held Mondelez International as of Q3 2021.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q3 2021, filed 15 Oct 2021.