PWM
MDLZ icon

PRW Wealth Management’s Mondelez International MDLZ Stock Holding History

PRW 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
2019
Q2 		– Sell
-892
Closed -$45K – 421
2019
Q1 		$45K Hold
892
– – 0.04% 151
2018
Q4 		$36K Buy
+892
New +$38K 0.04% 166

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PRW Wealth Management's MDLZ Position: Q2 2019 in Review

PRW Wealth Management sold out of Mondelez International (MDLZ) in Q2 2019, closing a stake of 892 shares — an estimated $45K sold.

PRW Wealth Management first reported a position in MDLZ in Q4 2018 and held it in 2 quarters. The position peaked at $45K in Q1 2019. 1,469 funds tracked by Wall St. Rank hold MDLZ as of Q2 2019.

  • PRW Wealth Management reported no remaining Mondelez International position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 892 Mondelez International shares in Q2 2019, an estimated $45K.
  • PRW Wealth Management first reported a position in Mondelez International in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Mondelez International position peaked at $45K in Q1 2019.
  • 1,469 funds tracked by Wall St. Rank held Mondelez International as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.