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WIA
Wealthstreet Investment Advisors’s
Mondelez International
MDLZ
Stock Holding History
Wealthstreet Investment Advisors’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
-48,567
Closed
-$2.84M
–
236
2021
Q1
$2.84M
Buy
48,567
+170
+0.4%
+$9.6K
0.28%
84
2020
Q4
$2.83M
Buy
48,397
+230
+0.5%
+$13.1K
0.29%
79
2020
Q3
$2.77M
Sell
48,167
-106
-0.2%
-$5.9K
0.31%
73
2020
Q2
$2.47M
Sell
48,273
-43
-0.1%
-$2.21K
0.3%
77
2020
Q1
$2.42M
Sell
48,316
-200
-0.4%
-$10.8K
0.36%
65
2019
Q4
$2.67M
Hold
48,516
–
–
0.31%
76
2019
Q3
$2.56M
Hold
48,516
–
–
0.33%
71
2019
Q2
$2.62M
Sell
48,516
-519
-1%
-$26.9K
0.34%
72
2019
Q1
$2.45M
Sell
49,035
-206
-0.4%
-$9.45K
0.32%
75
2018
Q4
$2.12M
Sell
49,241
-521
-1%
-$22.2K
0.3%
83
2018
Q3
$2.14M
Sell
49,762
-700
-1%
-$29.9K
0.26%
89
2018
Q2
$2.07M
Hold
50,462
–
–
0.27%
91
2018
Q1
$2.11M
Sell
50,462
-696
-1%
-$30.2K
0.26%
94
2017
Q4
$2.19M
Buy
+51,158
New
+$2.15M
0.27%
95
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
LT
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$3.14B AUM
8.53%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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