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West Financial Advisors’s Mondelez International MDLZ Stock Holding History

West Financial 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
2024
Q4 		– Sell
-196
Closed -$14.4K – 217
2024
Q3 		$14.4K Buy
+196
New +$13.8K ﹤0.01% 139
2023
Q4 		– Sell
-94
Closed -$6.52K – 188
2023
Q3 		$6.52K Buy
94
+74
+370% +$5.33K ﹤0.01% 146
2023
Q2 		$1.46K Buy
+20
New +$1.48K ﹤0.01% 160

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

West Financial Advisors's MDLZ Position: Q4 2024 in Review

West Financial Advisors sold out of Mondelez International (MDLZ) in Q4 2024, closing a stake of 196 shares — an estimated $14.4K sold.

West Financial Advisors first reported a position in MDLZ in Q2 2023 and held it in 3 quarters. The position peaked at $14.4K in Q3 2024. 1,992 funds tracked by Wall St. Rank hold MDLZ as of Q4 2024.

  • West Financial Advisors reported no remaining Mondelez International position as of Q4 2024 after selling out during the quarter.
  • West Financial Advisors sold 196 Mondelez International shares in Q4 2024, an estimated $14.4K.
  • West Financial Advisors first reported a position in Mondelez International in Q2 2023 and held it in 3 quarters.
  • West Financial Advisors's Mondelez International position peaked at $14.4K in Q3 2024.
  • 1,992 funds tracked by Wall St. Rank held Mondelez International as of Q4 2024.

Based on West Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.