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CLA (CliftonLarsonAllen) Wealth Advisors’s Monster Beverage MNST Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
2021
Q4 		– Sell
-10,948
Closed -$486K – 248
2021
Q3 		$486K Hold
10,948
– – 0.02% 229
2021
Q2 		$500K Buy
+10,948
New +$514K 0.02% 230

Other funds holding MNST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's MNST Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Monster Beverage (MNST) in Q4 2021, closing a stake of 10,948 shares — an estimated $486K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in MNST in Q2 2021 and held it in 2 quarters. The position peaked at $500K in Q2 2021. 762 funds tracked by Wall St. Rank hold MNST as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Monster Beverage position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 10,948 Monster Beverage shares in Q4 2021, an estimated $486K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Monster Beverage in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Monster Beverage position peaked at $500K in Q2 2021.
  • 762 funds tracked by Wall St. Rank held Monster Beverage as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.