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Towerpoint Wealth’s Mondelez International MDLZ Stock Holding History

Towerpoint Wealth’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
Q4 		– Sell
-3,401
Closed -$251K – 84
2024
Q3 		$251K Sell
3,401
-508
-13% -$35.7K 0.12% 74
2024
Q2 		$256K Buy
3,909
+956
+32% +$65.6K 0.13% 69
2024
Q1 		$207K Buy
2,953
+76
+3% +$5.55K 0.1% 80
2023
Q4 		$208K Sell
2,877
-95
-3% -$6.51K 0.11% 75
2023
Q3 		$206K Buy
2,972
+9
+0.3% +$649 0.12% 74
2023
Q2 		$216K Buy
2,963
+63
+2% +$4.65K 0.12% 78
2023
Q1 		$202K Buy
+2,900
New +$192K 0.12% 77

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Towerpoint Wealth's MDLZ Position: Q4 2024 in Review

Towerpoint Wealth sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 3,401 shares — an estimated $251K sold.

Towerpoint Wealth first reported a position in MDLZ in Q1 2023 and held it in 7 quarters. The position peaked at $256K in Q2 2024. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • Towerpoint Wealth reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
  • Towerpoint Wealth sold 3,401 Mondelez International shares in Q4 2024, an estimated $251K.
  • Towerpoint Wealth first reported a position in Mondelez International in Q1 2023 and held it in 7 quarters.
  • Towerpoint Wealth's Mondelez International position peaked at $256K in Q2 2024.
  • 1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on Towerpoint Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.