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Phoenix Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Phoenix 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
Q4 		– Sell
-174
Closed -$10K – 258
2021
Q3 		$10K Hold
174
– – 0.01% 308
2021
Q2 		$11K Buy
174
+17
+11% +$1.05K 0.01% 291
2021
Q1 		$9K Buy
157
+37
+31% +$2.09K 0.01% 300
2020
Q4 		$7K Buy
+120
New +$6.86K 0.01% 306

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phoenix Wealth Advisors's MDLZ Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Mondelez International (MDLZ) in Q4 2021, closing a stake of 174 shares — an estimated $10K sold.

Phoenix Wealth Advisors first reported a position in MDLZ in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q2 2021. 1,779 funds tracked by Wall St. Rank hold MDLZ as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Mondelez International position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 174 Mondelez International shares in Q4 2021, an estimated $10K.
  • Phoenix Wealth Advisors first reported a position in Mondelez International in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Mondelez International position peaked at $11K in Q2 2021.
  • 1,779 funds tracked by Wall St. Rank held Mondelez International as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.