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Wealthspire Advisors (Maryland)’s Mondelez International MDLZ Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.26M Buy
21,925
+8,279
+61% +$461K 0.04% 169
2020
Q2 		$698K Sell
13,646
-705
-5% -$36.2K 0.05% 208
2020
Q1 		$719K Sell
14,351
-1,796
-11% -$97.3K 0.06% 189
2019
Q4 		$889K Buy
16,147
+2,381
+17% +$127K 0.06% 185
2019
Q3 		$762K Buy
13,766
+758
+6% +$41.5K 0.06% 186
2019
Q2 		$701K Sell
13,008
-39
-0.3% -$2.02K 0.05% 196
2019
Q1 		$651K Sell
13,047
-152
-1% -$6.97K 0.05% 209
2018
Q4 		$528K Sell
13,199
-270
-2% -$11.5K 0.05% 213
2018
Q3 		$579K Sell
13,469
-634
-4% -$27K 0.05% 215
2018
Q2 		$578K Sell
14,103
-518
-4% -$20.8K 0.05% 211
2018
Q1 		$610K Sell
14,621
-1,212
-8% -$52.6K 0.06% 206
2017
Q4 		$678K Sell
15,833
-16
-0.1% -$672 0.07% 203
2017
Q3 		$644K Buy
15,849
+270
+2% +$11.5K 0.07% 196
2017
Q2 		$673K Buy
15,579
+874
+6% +$39.4K 0.08% 170
2017
Q1 		$633K Buy
14,705
+268
+2% +$11.9K 0.09% 146
2016
Q4 		$640K Buy
14,437
+76
+0.5% +$3.27K 0.1% 138
2016
Q3 		$630K Sell
14,361
-758
-5% -$33.3K 0.1% 144
2016
Q2 		$688K Buy
15,119
+289
+2% +$12.6K 0.11% 129
2016
Q1 		$595K Buy
14,830
+304
+2% +$12.4K 0.11% 136
2015
Q4 		$651K Buy
+14,526
New +$650K 0.12% 122

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MDLZ Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Mondelez International (MDLZ) stake by 61% in Q3 2020, buying an estimated $461K and bringing the position to 21,925 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #169.

Wealthspire Advisors (Maryland) first reported a position in MDLZ in Q4 2015 and has held it in 20 quarters since. 1,574 funds tracked by Wall St. Rank hold MDLZ as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 21,925 shares of Mondelez International worth $1.26M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 8,279 Mondelez International shares in Q3 2020, an estimated $461K.
  • Mondelez International made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #169 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Mondelez International in Q4 2015 and has held it in 20 quarters since.
  • 1,574 funds tracked by Wall St. Rank held Mondelez International as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.