TFO Wealth Partners’s Mondelez International MDLZ Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-63	Closed	-$4.41K	–	479
2024 Q1	$4.41K	Hold	63	–	–	﹤0.01%	108
2023 Q4	$4.56K	Sell	63 -9	-13%	-$617	﹤0.01%	112
2023 Q3	$5.25K	Buy	72 +9	+14%	+$649	﹤0.01%	175
2023 Q2	$4.59K	Hold	63	–	–	﹤0.01%	168
2023 Q1	$4.39K	Buy	63 +35	+125%	+$2.32K	﹤0.01%	130
2022 Q4	$1.14K	Buy	+28	New	+$1.77K	﹤0.01%	339
2022 Q3	–	Sell	-15	Closed	-$1K	–	345
2022 Q2	$1K	Buy	+15	New	+$948	﹤0.01%	435
2020 Q4	–	Sell	-47	Closed	-$3K	–	130
2020 Q3	$3K	Buy	+47	New	+$2.62K	﹤0.01%	124

Other funds holding MDLZ

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

TFO Wealth Partners's MDLZ Position: Q2 2024 in Review

TFO Wealth Partners sold out of Mondelez International (MDLZ) in Q2 2024, closing a stake of 63 shares — an estimated $4.41K sold.

TFO Wealth Partners first reported a position in MDLZ in Q3 2020 and held it in 8 quarters. The position peaked at $5.25K in Q3 2023. 1,962 funds tracked by Wall St. Rank hold MDLZ as of Q2 2024.

TFO Wealth Partners reported no remaining Mondelez International position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 63 Mondelez International shares in Q2 2024, an estimated $4.41K.
TFO Wealth Partners first reported a position in Mondelez International in Q3 2020 and held it in 8 quarters.
TFO Wealth Partners's Mondelez International position peaked at $5.25K in Q3 2023.
1,962 funds tracked by Wall St. Rank held Mondelez International as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.