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Avantax Planning Partners’s Monster Beverage MNST Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-4,430
Closed -$129K – 848
2018
Q3 		$129K Buy
+4,430
New +$133K 0.01% 295
2018
Q2 		– Sell
-4,786
Closed -$137K – 983
2018
Q1 		$137K Buy
+4,786
New +$149K 0.01% 350

Other funds holding MNST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Planning Partners's MNST Position: Q4 2018 in Review

Avantax Planning Partners sold out of Monster Beverage (MNST) in Q4 2018, closing a stake of 4,430 shares — an estimated $129K sold.

Avantax Planning Partners first reported a position in MNST in Q1 2018 and held it in 2 quarters. The position peaked at $137K in Q1 2018. 584 funds tracked by Wall St. Rank hold MNST as of Q4 2018.

  • Avantax Planning Partners reported no remaining Monster Beverage position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 4,430 Monster Beverage shares in Q4 2018, an estimated $129K.
  • Avantax Planning Partners first reported a position in Monster Beverage in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Monster Beverage position peaked at $137K in Q1 2018.
  • 584 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.