Selective Wealth Management’s Mondelez International MDLZ Stock Holding History

Selective 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
2022 Q4	–	Sell	-557	Closed	-$31K	–	478
2022 Q3	$31K	Hold	557	–	–	0.01%	364
2022 Q2	$35K	Buy	557 +357	+179%	+$22.6K	0.01%	378
2022 Q1	$13K	Hold	200	–	–	﹤0.01%	503
2021 Q4	$13K	Hold	200	–	–	0.01%	465
2021 Q3	$12K	Sell	200 -186	-48%	-$11.6K	0.01%	415
2021 Q2	$24K	Sell	386 -200	-34%	-$12.3K	0.02%	260
2021 Q1	$34K	Sell	586 -10	-2%	-$564	0.03%	153
2020 Q4	$35K	Buy	596 +496	+496%	+$28.3K	0.02%	134
2020 Q3	$6K	Sell	100 -299	-75%	-$16.6K	﹤0.01%	240
2020 Q2	$20K	Buy	399 +100	+33%	+$5.14K	0.02%	175
2020 Q1	$15K	Hold	299	–	–	0.02%	123
2019 Q4	$16K	Hold	299	–	–	0.02%	133
2019 Q3	$17K	Buy	+299	New	+$16.4K	0.02%	132

Other funds holding MDLZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Selective Wealth Management's MDLZ Position: Q4 2022 in Review

Selective Wealth Management sold out of Mondelez International (MDLZ) in Q4 2022, closing a stake of 557 shares — an estimated $31K sold.

Selective Wealth Management first reported a position in MDLZ in Q3 2019 and held it in 13 quarters. The position peaked at $35K in Q2 2022. 1,830 funds tracked by Wall St. Rank hold MDLZ as of Q4 2022.

Selective Wealth Management reported no remaining Mondelez International position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 557 Mondelez International shares in Q4 2022, an estimated $31K.
Selective Wealth Management first reported a position in Mondelez International in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Mondelez International position peaked at $35K in Q2 2022.
1,830 funds tracked by Wall St. Rank held Mondelez International as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.