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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

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's MDLZ Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Mondelez International (MDLZ) in Q2 2021, closing a stake of 48,567 shares — an estimated $2.84M sold.

Wealthstreet Investment Advisors first reported a position in MDLZ in Q4 2017 and held it in 14 quarters. The position peaked at $2.84M in Q1 2021. 1,670 funds tracked by Wall St. Rank hold MDLZ as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Mondelez International position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 48,567 Mondelez International shares in Q2 2021, an estimated $2.84M.
  • Wealthstreet Investment Advisors first reported a position in Mondelez International in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Mondelez International position peaked at $2.84M in Q1 2021.
  • 1,670 funds tracked by Wall St. Rank held Mondelez International as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.