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	-216	Closed	-$6.22K	–	219
2023 Q4	$6.22K	Sell	216 -216	-50%	-$5.77K	﹤0.01%	216
2023 Q3	$11.4K	Hold	432	–	–	0.01%	202
2023 Q2	$12.4K	Sell	432 -760	-64%	-$21.6K	0.01%	205
2023 Q1	$32.2K	Hold	1,192	–	–	0.02%	180
2022 Q4	$30.3K	Hold	1,192	–	–	0.02%	172
2022 Q3	$25.9K	Hold	1,192	–	–	0.01%	176
2022 Q2	$27.6K	Hold	1,192	–	–	0.01%	177
2022 Q1	$24K	Hold	1,192	–	–	0.01%	190
2021 Q4	$29K	Hold	1,192	–	–	0.01%	187
2021 Q3	$26K	Hold	1,192	–	–	0.01%	179
2021 Q2	$27K	Hold	1,192	–	–	0.01%	176
2021 Q1	$27K	Hold	1,192	–	–	0.01%	177
2020 Q4	$28K	Hold	1,192	–	–	0.01%	177
2020 Q3	$24K	Hold	1,192	–	–	0.01%	173
2020 Q2	$21K	Hold	1,192	–	–	0.01%	197
2020 Q1	$17K	Hold	1,192	–	–	0.01%	204
2019 Q4	$19K	Hold	1,192	–	–	0.01%	226
2019 Q3	$17K	Hold	1,192	–	–	0.01%	220
2019 Q2	$19K	Hold	1,192	–	–	0.02%	202
2019 Q1	$16K	Buy	1,192 +284	+31%	+$4.05K	0.01%	204
2018 Q4	$11K	Buy	+908	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 $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Acima Private Wealth's MNST Position: Q1 2024 in Review

Acima Private Wealth sold out of Monster Beverage (MNST) in Q1 2024, closing a stake of 216 shares — an estimated $6.22K sold.

Acima Private Wealth first reported a position in MNST in Q4 2018 and held it in 21 quarters. The position peaked at $32.2K in Q1 2023. 998 funds tracked by Wall St. Rank hold MNST as of Q1 2024.

Acima Private Wealth reported no remaining Monster Beverage position as of Q1 2024 after selling out during the quarter.
Acima Private Wealth sold 216 Monster Beverage shares in Q1 2024, an estimated $6.22K.
Acima Private Wealth first reported a position in Monster Beverage in Q4 2018 and held it in 21 quarters.
Acima Private Wealth's Monster Beverage position peaked at $32.2K in Q1 2023.
998 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2024.

Based on Acima Private Wealth's 13F filing for Q1 2024, filed 14 May 2024.