Wealthcare Capital Management’s Mondelez International MDLZ Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-1,160	Closed	-$68K	–	425
2021 Q1	$68K	Buy	+1,160	New	+$65.5K	0.01%	122
2020 Q2	–	Sell	-1,031	Closed	-$52K	–	161
2020 Q1	$52K	Sell	1,031 -120	-10%	-$6.5K	0.01%	89
2019 Q4	$63K	Buy	1,151 +120	+12%	+$6.42K	0.01%	101
2019 Q3	$57K	Hold	1,031	–	–	0.01%	93
2019 Q2	$56K	Hold	1,031	–	–	0.01%	89
2019 Q1	$51K	Hold	1,031	–	–	0.01%	96
2018 Q4	$41K	Hold	1,031	–	–	0.01%	101
2018 Q3	$44K	Buy	+1,031	New	+$44K	0.01%	97
2015 Q4	–	Sell	-415	Closed	-$17K	–	239
2015 Q3	$17K	Hold	415	–	–	﹤0.01%	138
2015 Q2	$17K	Sell	415 -5,658	-93%	-$222K	﹤0.01%	163
2015 Q1	$219K	Buy	6,073 +5,658	+1,363%	+$205K	0.03%	99
2014 Q4	$15K	Hold	415	–	–	﹤0.01%	120
2014 Q3	$14K	Hold	415	–	–	﹤0.01%	124
2014 Q2	$16K	Hold	415	–	–	﹤0.01%	113
2014 Q1	$14K	Hold	415	–	–	﹤0.01%	115
2013 Q4	$15K	Hold	415	–	–	﹤0.01%	73
2013 Q3	$13K	Hold	415	–	–	﹤0.01%	71
2013 Q2	$12K	Buy	+415	New	+$12.6K	﹤0.01%	76

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Capital Management's MDLZ Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Mondelez International (MDLZ) in Q2 2021, closing a stake of 1,160 shares — an estimated $68K sold.

Wealthcare Capital Management first reported a position in MDLZ in Q2 2013 and held it in 18 quarters. The position peaked at $219K in Q1 2015. 1,670 funds tracked by Wall St. Rank hold MDLZ as of Q2 2021.

Wealthcare Capital Management reported no remaining Mondelez International position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 1,160 Mondelez International shares in Q2 2021, an estimated $68K.
Wealthcare Capital Management first reported a position in Mondelez International in Q2 2013 and held it in 18 quarters.
Wealthcare Capital Management's Mondelez International position peaked at $219K in Q1 2015.
1,670 funds tracked by Wall St. Rank held Mondelez International as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.