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Cherry Tree Wealth Management’s Monster Beverage MNST Stock Holding History

Cherry Tree Wealth Management’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
Q3 		– Sell
-5
Closed -$288 – 608
2023
Q2 		$288 Buy
+5
New +$284 ﹤0.01% 586

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cherry Tree Wealth Management's MNST Position: Q3 2023 in Review

Cherry Tree Wealth Management sold out of Monster Beverage (MNST) in Q3 2023, closing a stake of 5 shares — an estimated $288 sold.

Cherry Tree Wealth Management first reported a position in MNST in Q2 2023 and held it in 1 quarter. The position peaked at $288 in Q2 2023. 902 funds tracked by Wall St. Rank hold MNST as of Q3 2023.

  • Cherry Tree Wealth Management reported no remaining Monster Beverage position as of Q3 2023 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 5 Monster Beverage shares in Q3 2023, an estimated $288.
  • Cherry Tree Wealth Management first reported a position in Monster Beverage in Q2 2023 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Monster Beverage position peaked at $288 in Q2 2023.
  • 902 funds tracked by Wall St. Rank held Monster Beverage as of Q3 2023.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.