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Balboa Wealth Partners’s Monster Beverage MNST Stock Holding History

Balboa Wealth 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
2023
Q2 		– Sell
-4,476
Closed -$242K – 323
2023
Q1 		$242K Buy
+4,476
New +$230K 0.09% 193

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Balboa Wealth Partners's MNST Position: Q2 2023 in Review

Balboa Wealth Partners sold out of Monster Beverage (MNST) in Q2 2023, closing a stake of 4,476 shares — an estimated $242K sold.

Balboa Wealth Partners first reported a position in MNST in Q1 2023 and held it in 1 quarter. The position peaked at $242K in Q1 2023. 895 funds tracked by Wall St. Rank hold MNST as of Q2 2023.

  • Balboa Wealth Partners reported no remaining Monster Beverage position as of Q2 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 4,476 Monster Beverage shares in Q2 2023, an estimated $242K.
  • Balboa Wealth Partners first reported a position in Monster Beverage in Q1 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's Monster Beverage position peaked at $242K in Q1 2023.
  • 895 funds tracked by Wall St. Rank held Monster Beverage as of Q2 2023.

Based on Balboa Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.