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Safir Wealth Advisors’s Mondelez International MDLZ Stock Holding History

Safir 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
-400
Closed -$23K – 28
2020
Q4 		$23K Buy
+400
New +$22.9K 0.02% 41

Other funds holding MDLZ

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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

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

Safir Wealth Advisors sold out of Mondelez International (MDLZ) in Q1 2021, closing a stake of 400 shares — an estimated $23K sold.

Safir Wealth Advisors first reported a position in MDLZ in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 1,640 funds tracked by Wall St. Rank hold MDLZ as of Q1 2021.

  • Safir Wealth Advisors reported no remaining Mondelez International position as of Q1 2021 after selling out during the quarter.
  • Safir Wealth Advisors sold 400 Mondelez International shares in Q1 2021, an estimated $23K.
  • Safir Wealth Advisors first reported a position in Mondelez International in Q4 2020 and held it in 1 quarter.
  • Safir Wealth Advisors's Mondelez International position peaked at $23K in Q4 2020.
  • 1,640 funds tracked by Wall St. Rank held Mondelez International as of Q1 2021.

Based on Safir Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.