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Parisi Gray Wealth Management’s Mondelez International MDLZ Stock Holding History

Parisi Gray 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
-376
Closed -$23K – 365
2021
Q2 		$23K Buy
+376
New +$23.2K 0.01% 366
2019
Q2 		– Sell
-177
Closed -$9K – 306
2019
Q1 		$9K Sell
177
-800
-82% -$36.7K 0.01% 390
2018
Q4 		$39K Sell
977
-300
-23% -$12.8K 0.03% 238
2018
Q3 		$55K Hold
1,277
– – 0.03% 210
2018
Q2 		$54K Buy
1,277
+700
+121% +$28.1K 0.04% 218
2018
Q1 		$7K Sell
577
-149
-21% -$6.47K 0.01% 468
2017
Q4 		$31K Buy
+726
New +$30.5K 0.02% 285

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $3.14B AUM 8.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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