Acima Private Wealth’s Monster Beverage MNST Stock Holding History

Acima Private Wealth’s Portfolio MNST Stock Details MNST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-108	Closed	-$6.22K	–	221
2023 Q4	$6.22K	Sell	108 -108	-50%	-$5.77K	﹤0.01%	216
2023 Q3	$11.4K	Hold	216	–	–	0.01%	202
2023 Q2	$12.4K	Sell	216 -380	-64%	-$21.6K	0.01%	205
2023 Q1	$32.2K	Hold	596	–	–	0.02%	180
2022 Q4	$30.3K	Hold	596	–	–	0.02%	172
2022 Q3	$25.9K	Hold	596	–	–	0.01%	176
2022 Q2	$27.6K	Hold	596	–	–	0.01%	177
2022 Q1	$24K	Hold	596	–	–	0.01%	190
2021 Q4	$29K	Hold	596	–	–	0.01%	187
2021 Q3	$26K	Hold	596	–	–	0.01%	179
2021 Q2	$27K	Hold	596	–	–	0.01%	176
2021 Q1	$27K	Hold	596	–	–	0.01%	177
2020 Q4	$28K	Hold	596	–	–	0.01%	177
2020 Q3	$24K	Hold	596	–	–	0.01%	173
2020 Q2	$21K	Hold	596	–	–	0.01%	197
2020 Q1	$17K	Hold	596	–	–	0.01%	204
2019 Q4	$19K	Hold	596	–	–	0.01%	226
2019 Q3	$17K	Hold	596	–	–	0.01%	220
2019 Q2	$19K	Hold	596	–	–	0.02%	202
2019 Q1	$16K	Buy	596 +142	+31%	+$4.05K	0.01%	204
2018 Q4	$11K	Buy	+454	New	+$12.3K	0.01%	211

Other funds holding MNST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return