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Walled Lake Planning & Wealth Management’s Mondelez International MDLZ Stock Holding History

Walled Lake Planning & 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
2021
Q3 		– Sell
-7
Closed – – 334
2021
Q2 		$0 Hold
7
– – ﹤0.01% 314
2021
Q1 		$0 Hold
7
– – ﹤0.01% 352
2020
Q4 		$0 Sell
7
-57
-89% -$3.26K ﹤0.01% 341
2020
Q3 		$4K Hold
64
– – ﹤0.01% 267
2020
Q2 		$3K Buy
+64
New +$3.29K ﹤0.01% 269

Other funds holding MDLZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Walled Lake Planning & Wealth Management's MDLZ Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of Mondelez International (MDLZ) in Q3 2021, closing a stake of 7 shares.

Walled Lake Planning & Wealth Management first reported a position in MDLZ in Q2 2020 and held it in 5 quarters. The position peaked at $4K in Q3 2020. 1,652 funds tracked by Wall St. Rank hold MDLZ as of Q3 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Mondelez International position as of Q3 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 7 Mondelez International shares in Q3 2021.
  • Walled Lake Planning & Wealth Management first reported a position in Mondelez International in Q2 2020 and held it in 5 quarters.
  • Walled Lake Planning & Wealth Management's Mondelez International position peaked at $4K in Q3 2020.
  • 1,652 funds tracked by Wall St. Rank held Mondelez International as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.