WealthShield Partners’s Mondelez International MDLZ Stock Holding History

WealthShield 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
2023 Q4	–	Sell	-2,938	Closed	-$205K	–	497
2023 Q3	$205K	Hold	2,938	–	–	0.03%	290
2023 Q2	$215K	Sell	2,938 -186	-6%	-$13.7K	0.03%	285
2023 Q1	$219K	Buy	+3,124	New	+$207K	0.04%	284
2021 Q3	–	Sell	-655	Closed	-$41K	–	524
2021 Q2	$41K	Buy	655 +46	+8%	+$2.83K	0.01%	516
2021 Q1	$36K	Buy	+609	New	+$34.4K	0.01%	522

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

WealthShield Partners's MDLZ Position: Q4 2023 in Review

WealthShield Partners sold out of Mondelez International (MDLZ) in Q4 2023, closing a stake of 2,938 shares — an estimated $205K sold.

WealthShield Partners first reported a position in MDLZ in Q1 2021 and held it in 5 quarters. The position peaked at $219K in Q1 2023. 1,999 funds tracked by Wall St. Rank hold MDLZ as of Q4 2023.

WealthShield Partners reported no remaining Mondelez International position as of Q4 2023 after selling out during the quarter.
WealthShield Partners sold 2,938 Mondelez International shares in Q4 2023, an estimated $205K.
WealthShield Partners first reported a position in Mondelez International in Q1 2021 and held it in 5 quarters.
WealthShield Partners's Mondelez International position peaked at $219K in Q1 2023.
1,999 funds tracked by Wall St. Rank held Mondelez International as of Q4 2023.

Based on WealthShield Partners's 13F filing for Q4 2023, filed 23 Jan 2024.